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 | $72,262 | $180,449-60.0% | $154,107-53.1% | $135,375-46.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 72.30% | 888.09%-815.8pp | 735.12%-662.8pp | 519.73%-447.4pp |
| Employer contribution / active EE | $1,925 | $6,035-68.1% | $5,298-63.7% | $4,779-59.7% |
| Participant deferral / active EE | $2,436 | $5,806-58.0% | $5,081-52.1% | $5,609-56.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |