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 | $15,646 | $102,547-84.7% | $78,210-80.0% | $147,584-89.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 28.02% | 51.08%-23.1pp | 40.90%-12.9pp | 578.55%-550.5pp |
| Employer contribution / active EE | $1,084 | $2,617-58.6% | $2,034-46.7% | $4,876-77.8% |
| Participant deferral / active EE | $1,660 | $3,481-52.3% | $2,823-41.2% | $5,439-69.5% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |