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 9-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 | $49,996 | $166,020-69.9% | $164,866-69.7% | $145,959-65.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.27% | 100.08%-89.8pp | 69.97%-59.7pp | 561.95%-551.7pp |
| Employer contribution / active EE | $2,642 | $5,275-49.9% | $4,343-39.2% | $4,661-43.3% |
| Participant deferral / active EE | $10,875 | $6,961+56.2% | $6,033+80.3% | $6,689+62.6% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |