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 | $87,938 | $103,376-14.9% | $87,100+1.0% | $152,861-42.5% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 25.06% | 28.10%-3.0pp | 28.19%-3.1pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,219 | $3,220-62.2% | $2,521-51.7% | $4,762-74.4% |
| Participant deferral / active EE | $2,901 | $4,778-39.3% | $4,049-28.4% | $5,850-50.4% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |