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 | $24,513 | $83,337-70.6% | $67,834-63.9% | $273,961-91.1% |
| Participation rate | 80.0% | 76.4%+3.6pp | 68.8%+11.2pp | 83.0%-3.0pp |
| Annual return | 9.88% | 259.45%-249.6pp | 138.47%-128.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,862 | $3,287-43.3% | $2,403-22.5% | $4,869-61.8% |
| Participant deferral / active EE | $6,518 | $4,088+59.4% | $3,160+106.3% | $5,287+23.3% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |