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 | $44,366 | $115,770-61.7% | $101,248-56.2% | $158,922-72.1% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 12.02% | 56.14%-44.1pp | 46.47%-34.5pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,665 | $4,175-60.1% | $3,660-54.5% | $4,761-65.0% |
| Participant deferral / active EE | $1,665 | $4,957-66.4% | $4,370-61.9% | $5,982-72.2% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |