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 5-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 | $75,308 | $102,604-26.6% | $86,188-12.6% | $139,434-46.0% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 18.31% | 1922.51%-1904.2pp | 1168.45%-1150.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,231 | $3,032-59.4% | $2,380-48.3% | $4,751-74.1% |
| Participant deferral / active EE | $2,458 | $4,676-47.4% | $3,985-38.3% | $6,710-63.4% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |