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 | $22,932 | $77,419-70.4% | $69,455-67.0% | $152,861-85.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 24.76% | 39.06%-14.3pp | 28.97%-4.2pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,622 | $3,315-20.9% | $2,779-5.7% | $4,762-45.0% |
| Participant deferral / active EE | $3,950 | $4,414-10.5% | $3,535+11.7% | $5,850-32.5% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |