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 | $35,154 | $105,998-66.8% | $92,233-61.9% | $147,584-76.2% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 24.97% | 50.05%-25.1pp | 176.28%-151.3pp | 578.55%-553.6pp |
| Employer contribution / active EE | $3,446 | $4,333-20.5% | $3,679-6.3% | $4,876-29.3% |
| Participant deferral / active EE | $7,034 | $4,478+57.1% | $3,897+80.5% | $5,439+29.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |