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 | $36,892 | $104,486-64.7% | $76,817-52.0% | $152,861-75.9% |
| Participation rate | 83.3% | 76.6%+6.7pp | 72.1%+11.3pp | 82.4%+0.9pp |
| Annual return | 19.81% | 1013.37%-993.6pp | 1166.11%-1146.3pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,354 | $3,116-24.5% | $2,302+2.2% | $4,762-50.6% |
| Participant deferral / active EE | $5,064 | $4,236+19.5% | $3,336+51.8% | $5,850-13.4% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |