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 | $52,686 | $156,846-66.4% | $121,098-56.5% | $139,434-62.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.05% | 1474.56%-1459.5pp | 985.75%-970.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,627 | $4,844+119.4% | $4,080+160.5% | $6,710+58.4% |
| Admin fee / account holder | $3 | $6,946-100.0% | $5,644-99.9% | $11,403-100.0% |