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 | $32,741 | $73,515-55.5% | $62,995-48.0% | $147,584-77.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 15.47% | 175.43%-160.0pp | 87.57%-72.1pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,768 | $3,320-46.8% | $2,759-35.9% | $4,876-63.7% |
| Participant deferral / active EE | $2,676 | $4,185-36.1% | $3,329-19.6% | $5,439-50.8% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |