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 | $39,180 | $104,907-62.7% | $84,611-53.7% | $152,861-74.4% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 23.93% | 373.79%-349.9pp | 258.74%-234.8pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,260 | $3,302-61.8% | $2,652-52.5% | $4,762-73.5% |
| Participant deferral / active EE | $1,883 | $4,688-59.8% | $3,899-51.7% | $5,850-67.8% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |