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 | $82,981 | $144,119-42.4% | $117,854-29.6% | $147,584-43.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.66% | 531.15%-510.5pp | 335.08%-314.4pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,623 | $4,896-66.9% | $3,786-57.1% | $4,876-66.7% |
| Participant deferral / active EE | $4,702 | $5,316-11.5% | $4,482+4.9% | $5,439-13.5% |
| Admin fee / account holder | $1 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |