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 | $53,611 | $105,859-49.4% | $90,160-40.5% | $147,584-63.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.11% | 37.63%-16.5pp | 34.88%-13.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,384 | $4,126-42.2% | $3,318-28.2% | $4,876-51.1% |
| Participant deferral / active EE | $2,414 | $5,733-57.9% | $5,288-54.4% | $5,439-55.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |