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 | $50,375 | $159,901-68.5% | $146,958-65.7% | $145,922-65.5% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 12.97% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,500 | $5,286-52.7% | $4,933-49.3% | $4,660-46.3% |
| Participant deferral / active EE | $5,362 | $8,428-36.4% | $8,070-33.6% | $6,688-19.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |