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 | $26,434 | $165,912-84.1% | $122,332-78.4% | $147,584-82.1% |
| Participation rate | 92.3% | 79.6%+12.7pp | 71.6%+20.7pp | 82.8%+9.5pp |
| Annual return | 17.87% | 34.55%-16.7pp | 30.27%-12.4pp | 578.55%-560.7pp |
| Employer contribution / active EE | $814 | $5,754-85.8% | $4,050-79.9% | $4,876-83.3% |
| Participant deferral / active EE | $4,617 | $4,005+15.3% | $3,287+40.5% | $5,439-15.1% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |