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 | $85,604 | $96,635-11.4% | $86,612-1.2% | $139,434-38.6% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.7pp |
| Annual return | 26.22% | 106.41%-80.2pp | 591.07%-564.8pp | 372.94%-346.7pp |
| Employer contribution / active EE | $2,571 | $3,263-21.2% | $3,022-14.9% | $4,751-45.9% |
| Participant deferral / active EE | $4,415 | $4,836-8.7% | $4,438-0.5% | $6,710-34.2% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |