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 | $48,450 | $107,334-54.9% | $92,893-47.8% | $152,861-68.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.24% | 145.58%-119.3pp | 109.41%-83.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,168 | $4,221-72.3% | $3,653-68.0% | $4,762-75.5% |
| Participant deferral / active EE | $6,606 | $4,845+36.4% | $4,236+56.0% | $5,850+12.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |