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 | $42,967 | $90,503-52.5% | $78,689-45.4% | $273,961-84.3% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 11.33% | 75.60%-64.3pp | 62.18%-50.8pp | 41.45%-30.1pp |
| Employer contribution / active EE | $2,193 | $3,176-30.9% | $2,851-23.1% | $4,869-54.9% |
| Participant deferral / active EE | $12,623 | $3,901+223.6% | $3,517+258.9% | $5,287+138.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |