See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,031 | $110,502-43.9% | $80,716-23.1% | $167,490-63.0% |
| Participation rate | 75.0% | 64.0%+11.0pp | 54.2%+20.8pp | 82.1%-7.1pp |
| Annual return | 10.39% | 120.54%-110.2pp | 87.28%-76.9pp | 478.56%-468.2pp |
| Employer contribution / active EE | $1,425 | $1,543-7.6% | $1,160+22.8% | $4,837-70.5% |
| Participant deferral / active EE | $3,892 | $2,871+35.6% | $2,146+81.4% | $6,341-38.6% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |