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 | $23,707 | $107,934-78.0% | $91,989-74.2% | $152,861-84.5% |
| Participation rate | 70.0% | 81.2%-11.2pp | 78.6%-8.6pp | 82.4%-12.4pp |
| Annual return | 19.43% | 89.24%-69.8pp | 69.02%-49.6pp | 345.32%-325.9pp |
| Employer contribution / active EE | $3,054 | $4,210-27.4% | $3,452-11.5% | $4,762-35.9% |
| Participant deferral / active EE | $4,250 | $6,364-33.2% | $5,923-28.2% | $5,850-27.4% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |