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 | $85,730 | $105,859-19.0% | $90,160-4.9% | $147,584-41.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.63% | 37.63%-22.0pp | 34.88%-19.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,480 | $4,126-39.9% | $3,318-25.3% | $4,876-49.1% |
| Participant deferral / active EE | $4,500 | $5,733-21.5% | $5,288-14.9% | $5,439-17.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |