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 | $48,197 | $107,334-55.1% | $92,893-48.1% | $152,861-68.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.12% | 145.58%-118.5pp | 109.41%-82.3pp | 345.32%-318.2pp |
| Employer contribution / active EE | $1,325 | $4,221-68.6% | $3,653-63.7% | $4,762-72.2% |
| Participant deferral / active EE | $11,552 | $4,845+138.4% | $4,236+172.7% | $5,850+97.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |