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 | $77,333 | $111,724-30.8% | $93,606-17.4% | $145,922-47.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 13.35% | 202.98%-189.6pp | 133.20%-119.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,702 | $3,090-44.9% | $2,420-29.7% | $4,660-63.5% |
| Participant deferral / active EE | $4,535 | $4,912-7.7% | $4,411+2.8% | $6,688-32.2% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |