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 | $70,371 | $104,251-32.5% | $91,001-22.7% | $147,584-52.3% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 21.92% | 27.06%-5.1pp | 4.60%+17.3pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,532 | $3,116-50.8% | $2,456-37.6% | $4,876-68.6% |
| Participant deferral / active EE | $3,874 | $4,195-7.7% | $3,547+9.2% | $5,439-28.8% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |