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 | $35,211 | $115,770-69.6% | $101,248-65.2% | $158,922-77.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.08% | 56.14%-45.1pp | 46.47%-35.4pp | 302.83%-291.7pp |
| Employer contribution / active EE | $8,736 | $4,175+109.3% | $3,660+138.7% | $4,761+83.5% |
| Participant deferral / active EE | $2,489 | $4,957-49.8% | $4,370-43.0% | $5,982-58.4% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |