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 | $37,779 | $99,652-62.1% | $78,778-52.0% | $147,584-74.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 18.35% | 47.28%-28.9pp | 35.62%-17.3pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,694 | $2,796-39.4% | $1,986-14.7% | $4,876-65.3% |
| Participant deferral / active EE | $8,350 | $3,664+127.9% | $2,958+182.2% | $5,439+53.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |