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 | $73,867 | $109,817-32.7% | $98,442-25.0% | $167,490-55.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.30% | 1956.69%-1940.4pp | 1492.73%-1476.4pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,704 | $3,224-47.2% | $2,960-42.4% | $4,837-64.8% |
| Participant deferral / active EE | $2,244 | $4,673-52.0% | $4,276-47.5% | $6,341-64.6% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |