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 | $81,196 | $185,200-56.2% | $142,863-43.2% | $167,490-51.5% |
| Participation rate | 70.0% | 78.4%-8.4pp | 71.9%-1.9pp | 82.1%-12.1pp |
| Annual return | 14.27% | 8555.70%-8541.4pp | 5637.54%-5623.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,597 | $4,494-42.2% | $3,837-32.3% | $6,341-59.1% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |