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 | $52,032 | $96,305-46.0% | $80,569-35.4% | $139,434-62.7% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 20.04% | 1350.08%-1330.0pp | 935.43%-915.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $5,974 | $3,262+83.1% | $2,723+119.3% | $4,751+25.7% |
| Participant deferral / active EE | $7,866 | $5,232+50.3% | $4,447+76.9% | $6,710+17.2% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |