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 | $91,427 | $115,770-21.0% | $101,248-9.7% | $158,922-42.5% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 12.97% | 56.14%-43.2pp | 46.47%-33.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,731 | $4,175-58.5% | $3,660-52.7% | $4,761-63.7% |
| Participant deferral / active EE | $2,780 | $4,957-43.9% | $4,370-36.4% | $5,982-53.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |