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 | $68,032 | $90,600-24.9% | $79,464-14.4% | $135,375-49.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 33.31% | 977.43%-944.1pp | 718.14%-684.8pp | 519.73%-486.4pp |
| Employer contribution / active EE | $469 | $3,068-84.7% | $2,800-83.3% | $4,779-90.2% |
| Participant deferral / active EE | $586 | $4,050-85.5% | $3,704-84.2% | $5,609-89.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |