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 | $62,468 | $232,540-73.1% | $185,117-66.3% | $147,584-57.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.95% | 43.03%-28.1pp | 40.50%-25.5pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,507 | $5,195-71.0% | $4,182-64.0% | $4,876-69.1% |
| Participant deferral / active EE | $13,105 | $5,834+124.6% | $5,045+159.8% | $5,439+141.0% |
| Admin fee / account holder | $30 | $10,275-99.7% | $8,159-99.6% | $10,885-99.7% |