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 | $36,632 | $107,334-65.9% | $92,893-60.6% | $152,861-76.0% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 15.50% | 145.58%-130.1pp | 109.41%-93.9pp | 345.32%-329.8pp |
| Employer contribution / active EE | $2,145 | $4,221-49.2% | $3,653-41.3% | $4,762-55.0% |
| Participant deferral / active EE | $2,145 | $4,845-55.7% | $4,236-49.4% | $5,850-63.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |