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 | $122,691 | $169,161-27.5% | $129,295-5.1% | $145,959-15.9% |
| Participation rate | 84.6% | 76.5%+8.2pp | 69.6%+15.0pp | 80.3%+4.3pp |
| Annual return | 22.06% | 14348.07%-14326.0pp | 9429.28%-9407.2pp | 561.95%-539.9pp |
| Employer contribution / active EE | $1,839 | $5,543-66.8% | $4,157-55.8% | $4,661-60.5% |
| Participant deferral / active EE | $2,316 | $4,989-53.6% | $4,169-44.4% | $6,689-65.4% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |