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 | $60,342 | $185,200-67.4% | $142,863-57.8% | $167,490-64.0% |
| Participation rate | 93.3% | 78.4%+14.9pp | 71.9%+21.4pp | 82.1%+11.2pp |
| Annual return | 16.39% | 8555.70%-8539.3pp | 5637.54%-5621.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,981 | $5,604-64.6% | $4,144-52.2% | $4,837-59.0% |
| Participant deferral / active EE | $4,300 | $4,494-4.3% | $3,837+12.1% | $6,341-32.2% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |