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 9-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 | $59,579 | $100,852-40.9% | $90,404-34.1% | $158,922-62.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 10.99% | 1724.20%-1713.2pp | 1293.02%-1282.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,596 | $3,689-56.7% | $3,262-51.1% | $4,761-66.5% |
| Participant deferral / active EE | $5,647 | $4,348+29.9% | $3,963+42.5% | $5,982-5.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |