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 | $95,336 | $74,888+27.3% | $71,209+33.9% | $142,382-33.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 25.50% | 345.14%-319.6pp | 282.51%-257.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $1,197 | $2,854-58.1% | $2,721-56.0% | $4,299-72.2% |
| Participant deferral / active EE | $2,723 | $4,454-38.9% | $4,175-34.8% | $6,507-58.2% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |