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 | $26,130 | $165,912-84.3% | $122,332-78.6% | $147,584-82.3% |
| Participation rate | 90.9% | 79.6%+11.3pp | 71.6%+19.3pp | 82.8%+8.1pp |
| Annual return | 12.71% | 34.55%-21.8pp | 30.27%-17.6pp | 578.55%-565.8pp |
| Employer contribution / active EE | $643 | $5,754-88.8% | $4,050-84.1% | $4,876-86.8% |
| Participant deferral / active EE | $1,528 | $4,005-61.9% | $3,287-53.5% | $5,439-71.9% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |