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 | $54,655 | $85,766-36.3% | $136,294-59.9% | $70,131-22.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 211.29% | 31.45%+179.8pp | 5155.94%-4944.6pp | 73.14%+138.2pp |
| Employer contribution / active EE | $6,729 | $2,966+126.9% | $4,695+43.3% | $2,342+187.3% |
| Participant deferral / active EE | $10,123 | $5,051+100.4% | $6,247+62.0% | $3,332+203.8% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |