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 | $55,918 | $99,020-43.5% | $86,590-35.4% | $147,584-62.1% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 20.79% | 1312.34%-1291.5pp | 964.84%-944.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,007 | $3,132-67.8% | $2,839-64.5% | $4,876-79.3% |
| Participant deferral / active EE | $1,865 | $3,972-53.0% | $3,609-48.3% | $5,439-65.7% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |