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 | $31,690 | $100,754-68.5% | $86,677-63.4% | $134,475-76.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.26% | 29.04%-41.3pp | 35.91%-48.2pp | 417.96%-430.2pp |
| Employer contribution / active EE | $3,806 | $3,489+9.1% | $2,836+34.2% | $4,740-19.7% |
| Participant deferral / active EE | $14,752 | $5,338+176.4% | $4,656+216.9% | $6,400+130.5% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |