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 | $22,910 | $99,652-77.0% | $78,778-70.9% | $147,584-84.5% |
| Participation rate | 77.8% | 76.2%+1.5pp | 69.2%+8.6pp | 82.8%-5.1pp |
| Annual return | 19.33% | 47.28%-28.0pp | 35.62%-16.3pp | 578.55%-559.2pp |
| Employer contribution / active EE | $764 | $2,796-72.7% | $1,986-61.5% | $4,876-84.3% |
| Participant deferral / active EE | $5,967 | $3,664+62.9% | $2,958+101.7% | $5,439+9.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |