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 | $57,182 | $115,770-50.6% | $101,248-43.5% | $158,922-64.0% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 22.95% | 56.14%-33.2pp | 46.47%-23.5pp | 302.83%-279.9pp |
| Employer contribution / active EE | $3,924 | $4,175-6.0% | $3,660+7.2% | $4,761-17.6% |
| Participant deferral / active EE | $11,036 | $4,957+122.6% | $4,370+152.5% | $5,982+84.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |