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 | $10,854 | $102,966-89.5% | $90,281-88.0% | $152,861-92.9% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.4%+11.3pp |
| Annual return | 22.98% | 95.16%-72.2pp | 78.10%-55.1pp | 345.32%-322.3pp |
| Employer contribution / active EE | $849 | $3,139-72.9% | $2,854-70.3% | $4,762-82.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |