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 4-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 | $93,393 | $159,901-41.6% | $146,958-36.4% | $145,922-36.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 12.00% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,494 | $5,286-52.8% | $4,933-49.4% | $4,660-46.5% |
| Participant deferral / active EE | $4,558 | $8,428-45.9% | $8,070-43.5% | $6,688-31.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |