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 | $10,542 | $102,966-89.8% | $90,281-88.3% | $152,861-93.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 28.67% | 95.16%-66.5pp | 78.10%-49.4pp | 345.32%-316.6pp |
| Employer contribution / active EE | $1,225 | $3,139-61.0% | $2,854-57.1% | $4,762-74.3% |
| Participant deferral / active EE | $1,472 | $4,281-65.6% | $3,885-62.1% | $5,850-74.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |