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 | $84,094 | $126,574-33.6% | $106,213-20.8% | $145,922-42.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 20.61% | 224.79%-204.2pp | 116.14%-95.5pp | 561.29%-540.7pp |
| Employer contribution / active EE | $2,433 | $3,730-34.8% | $3,171-23.3% | $4,660-47.8% |
| Participant deferral / active EE | $3,990 | $5,724-30.3% | $5,016-20.5% | $6,688-40.3% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |