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 | $27,615 | $165,912-83.4% | $122,332-77.4% | $147,584-81.3% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 9.84% | 34.55%-24.7pp | 30.27%-20.4pp | 578.55%-568.7pp |
| Employer contribution / active EE | $259 | $5,754-95.5% | $4,050-93.6% | $4,876-94.7% |
| Participant deferral / active EE | $698 | $4,005-82.6% | $3,287-78.8% | $5,439-87.2% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |