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 | $64,678 | $100,852-35.9% | $90,404-28.5% | $158,922-59.3% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 12.29% | 1724.20%-1711.9pp | 1293.02%-1280.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,382 | $3,689-35.4% | $3,262-27.0% | $4,761-50.0% |
| Participant deferral / active EE | $3,705 | $4,348-14.8% | $3,963-6.5% | $5,982-38.1% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |