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 | $56,301 | $107,334-47.5% | $92,893-39.4% | $152,861-63.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.57% | 145.58%-128.0pp | 109.41%-91.8pp | 345.32%-327.8pp |
| Employer contribution / active EE | $3,427 | $4,221-18.8% | $3,653-6.2% | $4,762-28.0% |
| Participant deferral / active EE | $8,480 | $4,845+75.0% | $4,236+100.2% | $5,850+44.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |