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 | $54,359 | $226,064-76.0% | $182,532-70.2% | $152,861-64.4% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.0%+15.4pp | 82.4%+10.9pp |
| Annual return | 29.43% | 192.51%-163.1pp | 148.54%-119.1pp | 345.32%-315.9pp |
| Employer contribution / active EE | $3,022 | $4,978-39.3% | $4,076-25.9% | $4,762-36.5% |
| Participant deferral / active EE | $6,257 | $6,368-1.7% | $5,524+13.3% | $5,850+6.9% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |