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 | $24,250 | $85,766-71.7% | $136,294-82.2% | $70,131-65.4% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 29.32% | 31.45%-2.1pp | 5155.94%-5126.6pp | 73.14%-43.8pp |
| Employer contribution / active EE | $3,685 | $2,966+24.3% | $4,695-21.5% | $2,342+57.3% |
| Participant deferral / active EE | $9,392 | $5,051+85.9% | $6,247+50.3% | $3,332+181.9% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |