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 | $76,450 | $109,982-30.5% | $97,226-21.4% | $145,922-47.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 10.49% | 242.90%-232.4pp | 75.13%-64.6pp | 561.29%-550.8pp |
| Employer contribution / active EE | $7,600 | $3,084+146.4% | $2,729+178.5% | $4,660+63.1% |
| Participant deferral / active EE | $2,370 | $4,676-49.3% | $4,264-44.4% | $6,688-64.6% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |