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 | $98,795 | $138,065-28.4% | $123,544-20.0% | $135,375-27.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | 11.38% | 153.68%-142.3pp | 119.20%-107.8pp | 519.73%-508.4pp |
| Employer contribution / active EE | $1,521 | $5,151-70.5% | $4,628-67.1% | $4,779-68.2% |
| Participant deferral / active EE | $3,212 | $6,799-52.8% | $6,426-50.0% | $5,609-42.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |