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 | $80,636 | $144,119-44.0% | $117,854-31.6% | $147,584-45.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.28% | 531.15%-509.9pp | 335.08%-313.8pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,824 | $4,896-62.7% | $3,786-51.8% | $4,876-62.6% |
| Participant deferral / active EE | $2,325 | $5,316-56.3% | $4,482-48.1% | $5,439-57.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |