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 | $169,032-27.4% | $129,207-5.0% | $145,922-15.9% |
| Participation rate | 84.6% | 76.4%+8.2pp | 69.6%+15.0pp | 80.3%+4.3pp |
| Annual return | 22.06% | 14330.11%-14308.1pp | 9417.33%-9395.3pp | 561.29%-539.2pp |
| Employer contribution / active EE | $1,839 | $5,537-66.8% | $4,153-55.7% | $4,660-60.5% |
| Participant deferral / active EE | $2,316 | $4,987-53.6% | $4,168-44.4% | $6,688-65.4% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |