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 | $18,974 | $91,037-79.2% | $71,671-73.5% | $147,584-87.1% |
| Participation rate | 92.3% | 76.1%+16.2pp | 68.7%+23.6pp | 82.8%+9.5pp |
| Annual return | 24.94% | 20.48%+4.5pp | 20.65%+4.3pp | 578.55%-553.6pp |
| Employer contribution / active EE | $1,460 | $3,327-56.1% | $2,460-40.6% | $4,876-70.1% |
| Participant deferral / active EE | $6,810 | $4,498+51.4% | $3,438+98.1% | $5,439+25.2% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |