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 | $61,578 | $159,934-61.5% | $147,005-58.1% | $145,959-57.8% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 10.90% | 98.24%-87.3pp | 418.76%-407.9pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,967 | $5,287-62.8% | $4,934-60.1% | $4,661-57.8% |
| Participant deferral / active EE | $3,952 | $8,427-53.1% | $8,070-51.0% | $6,689-40.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |