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 | $63,841 | $185,200-65.5% | $142,863-55.3% | $167,490-61.9% |
| Participation rate | 81.8% | 78.4%+3.4pp | 71.9%+9.9pp | 82.1%-0.3pp |
| Annual return | 7.37% | 8555.70%-8548.3pp | 5637.54%-5630.2pp | 478.56%-471.2pp |
| Employer contribution / active EE | $1,881 | $5,604-66.4% | $4,144-54.6% | $4,837-61.1% |
| Participant deferral / active EE | $1,881 | $4,494-58.1% | $3,837-51.0% | $6,341-70.3% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |