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 | $61,815 | $118,680-47.9% | $98,907-37.5% | $158,922-61.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 62.79% | 372.35%-309.6pp | 196.43%-133.6pp | 302.83%-240.0pp |
| Employer contribution / active EE | $3,725 | $3,333+11.7% | $2,689+38.5% | $4,761-21.8% |
| Participant deferral / active EE | $6,067 | $5,088+19.2% | $4,244+42.9% | $5,982+1.4% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |