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 | $55,097 | $109,817-49.8% | $98,442-44.0% | $167,490-67.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.02% | 1956.69%-1939.7pp | 1492.73%-1475.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $6,638 | $3,224+105.9% | $2,960+124.3% | $4,837+37.2% |
| Participant deferral / active EE | $1,780 | $4,673-61.9% | $4,276-58.4% | $6,341-71.9% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |