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 | $54,484 | $156,846-65.3% | $121,098-55.0% | $139,434-60.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.62% | 1474.56%-1461.9pp | 985.75%-973.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $7,500 | $5,536+35.5% | $4,164+80.1% | $4,751+57.9% |
| Participant deferral / active EE | $1,800 | $4,844-62.8% | $4,080-55.9% | $6,710-73.2% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |