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 | $91,275 | $90,600+0.7% | $79,464+14.9% | $135,375-32.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 107.80% | 977.43%-869.6pp | 718.14%-610.3pp | 519.73%-411.9pp |
| Employer contribution / active EE | $1,105 | $3,068-64.0% | $2,800-60.5% | $4,779-76.9% |
| Participant deferral / active EE | $1,263 | $4,050-68.8% | $3,704-65.9% | $5,609-77.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |