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 | $73,352 | $99,020-25.9% | $86,590-15.3% | $147,584-50.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.12% | 1312.34%-1300.2pp | 964.84%-952.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $2,344 | $3,132-25.2% | $2,839-17.5% | $4,876-51.9% |
| Participant deferral / active EE | $2,344 | $3,972-41.0% | $3,609-35.1% | $5,439-56.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |