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 | $44,339 | $144,119-69.2% | $117,854-62.4% | $147,584-70.0% |
| Participation rate | 72.2% | 83.4%-11.2pp | 79.7%-7.4pp | 82.8%-10.6pp |
| Annual return | 19.09% | 531.15%-512.1pp | 335.08%-316.0pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,305 | $4,896-73.4% | $3,786-65.5% | $4,876-73.2% |
| Participant deferral / active EE | $2,030 | $5,316-61.8% | $4,482-54.7% | $5,439-62.7% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |