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 | $18,381 | $102,966-82.1% | $90,281-79.6% | $152,861-88.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 36.71% | 95.16%-58.5pp | 78.10%-41.4pp | 345.32%-308.6pp |
| Employer contribution / active EE | $2,748 | $3,139-12.5% | $2,854-3.7% | $4,762-42.3% |
| Participant deferral / active EE | $2,066 | $4,281-51.7% | $3,885-46.8% | $5,850-64.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |