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 | $36,374 | $116,175-68.7% | $93,606-61.1% | $152,861-76.2% |
| Participation rate | 86.7% | 78.0%+8.6pp | 75.8%+10.8pp | 82.4%+4.2pp |
| Annual return | 20.49% | 35.96%-15.5pp | 32.76%-12.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,145 | $3,218-64.4% | $2,718-57.9% | $4,762-76.0% |
| Participant deferral / active EE | $2,089 | $4,603-54.6% | $4,069-48.7% | $5,850-64.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |