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 | $16,519 | $100,773-83.6% | $88,946-81.4% | $142,382-88.4% |
| Participation rate | 70.6% | 74.3%-3.7pp | 68.8%+1.7pp | 80.1%-9.5pp |
| Annual return | 15.40% | 70.18%-54.8pp | 57.82%-42.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $365 | $2,918-87.5% | $2,555-85.7% | $4,299-91.5% |
| Participant deferral / active EE | $1,666 | $5,230-68.1% | $4,581-63.6% | $6,507-74.4% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |