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 | $48,877 | $112,881-56.7% | $90,951-46.3% | $158,922-69.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.90% | 215.79%-196.9pp | 134.60%-115.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $4,663 | $2,893+61.2% | $2,122+119.8% | $4,761-2.1% |
| Participant deferral / active EE | $9,750 | $4,128+136.2% | $3,373+189.1% | $5,982+63.0% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |