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 | $51,242 | $152,587-66.4% | $125,175-59.1% | $152,861-66.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.48% | 54.84%-28.4pp | 43.79%-17.3pp | 345.32%-318.8pp |
| Employer contribution / active EE | $3,639 | $4,946-26.4% | $3,865-5.8% | $4,762-23.6% |
| Participant deferral / active EE | $1,878 | $5,868-68.0% | $4,937-62.0% | $5,850-67.9% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |