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 | $94,857 | $169,032-43.9% | $129,207-26.6% | $145,922-35.0% |
| Participation rate | 77.8% | 76.4%+1.3pp | 69.6%+8.2pp | 80.3%-2.5pp |
| Annual return | 14.84% | 14330.11%-14315.3pp | 9417.33%-9402.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,871 | $5,537-66.2% | $4,153-55.0% | $4,660-59.8% |
| Participant deferral / active EE | $1,871 | $4,987-62.5% | $4,168-55.1% | $6,688-72.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |