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 | $74,830 | $185,200-59.6% | $142,863-47.6% | $167,490-55.3% |
| Participation rate | 88.9% | 78.4%+10.4pp | 71.9%+17.0pp | 82.1%+6.8pp |
| Annual return | 16.70% | 8555.70%-8539.0pp | 5637.54%-5620.8pp | 478.56%-461.9pp |
| Employer contribution / active EE | $3,412 | $5,604-39.1% | $4,144-17.6% | $4,837-29.5% |
| Participant deferral / active EE | $4,359 | $4,494-3.0% | $3,837+13.6% | $6,341-31.3% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |