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 | $52,979 | $107,934-50.9% | $91,989-42.4% | $152,861-65.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.41% | 89.24%-65.8pp | 69.02%-45.6pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,166 | $4,210-24.8% | $3,452-8.3% | $4,762-33.5% |
| Participant deferral / active EE | $10,497 | $6,364+64.9% | $5,923+77.2% | $5,850+79.4% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |