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 | $63,397 | $106,890-40.7% | $84,015-24.5% | $152,861-58.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 14.26% | 104.99%-90.7pp | 71.31%-57.0pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,785 | $2,734-34.7% | $1,983-10.0% | $4,762-62.5% |
| Participant deferral / active EE | $2,473 | $4,011-38.4% | $3,239-23.6% | $5,850-57.7% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |