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 | $40,514 | $106,543-62.0% | $91,220-55.6% | $134,475-69.9% |
| Participation rate | 90.9% | 76.8%+14.1pp | 73.2%+17.7pp | 81.2%+9.7pp |
| Annual return | -14.53% | 160.60%-175.1pp | 114.01%-128.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,248 | $3,331-32.5% | $2,850-21.1% | $4,740-52.6% |
| Participant deferral / active EE | $2,851 | $4,719-39.6% | $4,234-32.7% | $6,400-55.5% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |