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 | $54,392 | $73,515-26.0% | $62,995-13.7% | $147,584-63.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 21.38% | 175.43%-154.0pp | 87.57%-66.2pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,822 | $3,320-45.1% | $2,759-34.0% | $4,876-62.6% |
| Participant deferral / active EE | $2,253 | $4,185-46.2% | $3,329-32.3% | $5,439-58.6% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |