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 | $52,315 | $102,616-49.0% | $81,983-36.2% | $158,922-67.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.18% | 61.04%-45.9pp | 41.31%-26.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $18,453 | $3,240+469.5% | $2,498+638.7% | $4,761+287.6% |
| Participant deferral / active EE | $1,272 | $4,648-72.6% | $3,722-65.8% | $5,982-78.7% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |