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 | $68,554 | $109,817-37.6% | $98,442-30.4% | $167,490-59.1% |
| Participation rate | 95.7% | 75.8%+19.8pp | 73.3%+22.3pp | 82.1%+13.5pp |
| Annual return | 16.79% | 1956.69%-1939.9pp | 1492.73%-1475.9pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,246 | $3,224-30.3% | $2,960-24.1% | $4,837-53.6% |
| Participant deferral / active EE | $5,949 | $4,673+27.3% | $4,276+39.1% | $6,341-6.2% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |