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 | $76,227 | $73,515+3.7% | $62,995+21.0% | $147,584-48.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.62% | 175.43%-161.8pp | 87.57%-73.9pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,483 | $3,320-55.3% | $2,759-46.2% | $4,876-69.6% |
| Participant deferral / active EE | $1,483 | $4,185-64.6% | $3,329-55.5% | $5,439-72.7% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |