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 | $38,351 | $112,096-65.8% | $95,952-60.0% | $158,922-75.9% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 9.08% | 171.09%-162.0pp | 91.61%-82.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $3,254 | $3,198+1.7% | $2,541+28.0% | $4,761-31.7% |
| Participant deferral / active EE | $2,529 | $4,784-47.1% | $4,167-39.3% | $5,982-57.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |