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 | $52,701 | $74,888-29.6% | $71,209-26.0% | $142,382-63.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.25% | 345.14%-330.9pp | 282.51%-268.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,121 | $2,854-60.7% | $2,721-58.8% | $4,299-73.9% |
| Participant deferral / active EE | $2,259 | $4,454-49.3% | $4,175-45.9% | $6,507-65.3% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |