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 | $56,222 | $99,032-43.2% | $80,019-29.7% | $135,375-58.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 1004.45% | 15.39%+989.1pp | 11.22%+993.2pp | 519.73%+484.7pp |
| Employer contribution / active EE | $2,476 | $3,043-18.6% | $2,468+0.3% | $4,779-48.2% |
| Participant deferral / active EE | $2,935 | $4,282-31.5% | $3,686-20.4% | $5,609-47.7% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |