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 | $33,789 | $114,047-70.4% | $96,139-64.9% | $167,490-79.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 14.96% | 189.88%-174.9pp | 191.94%-177.0pp | 478.56%-463.6pp |
| Employer contribution / active EE | $990 | $3,427-71.1% | $2,797-64.6% | $4,837-79.5% |
| Participant deferral / active EE | $2,462 | $5,194-52.6% | $4,349-43.4% | $6,341-61.2% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |