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 | $44,141 | $96,635-54.3% | $86,612-49.0% | $139,434-68.3% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 49.47% | 106.41%-56.9pp | 591.07%-541.6pp | 372.94%-323.5pp |
| Employer contribution / active EE | $1,689 | $3,263-48.2% | $3,022-44.1% | $4,751-64.4% |
| Participant deferral / active EE | $1,744 | $4,836-63.9% | $4,438-60.7% | $6,710-74.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |