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 | $33,850 | $152,460-77.8% | $118,746-71.5% | $147,584-77.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 9.63% | 17.41%-7.8pp | 24.54%-14.9pp | 578.55%-568.9pp |
| Employer contribution / active EE | $1,809 | $5,046-64.1% | $4,193-56.8% | $4,876-62.9% |
| Participant deferral / active EE | $1,884 | $6,212-69.7% | $5,332-64.7% | $5,439-65.4% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |