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 | $89,900 | $107,334-16.2% | $92,893-3.2% | $152,861-41.2% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.4%+4.2pp |
| Annual return | 22.41% | 145.58%-123.2pp | 109.41%-87.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,506 | $4,221-64.3% | $3,653-58.8% | $4,762-68.4% |
| Participant deferral / active EE | $1,863 | $4,845-61.6% | $4,236-56.0% | $5,850-68.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |