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 | $65,411 | $185,822-64.8% | $169,993-61.5% | $139,434-53.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 15.63% | 60.50%-44.9pp | 53.37%-37.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,771 | $7,590-76.7% | $6,785-73.9% | $4,751-62.7% |
| Participant deferral / active EE | $3,294 | $11,622-71.7% | $10,408-68.3% | $6,710-50.9% |
| Admin fee / account holder | $100 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |