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 | $50,059 | $144,119-65.3% | $117,854-57.5% | $147,584-66.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 27.10% | 531.15%-504.0pp | 335.08%-308.0pp | 578.55%-551.4pp |
| Employer contribution / active EE | $1,527 | $4,896-68.8% | $3,786-59.7% | $4,876-68.7% |
| Participant deferral / active EE | $6,372 | $5,316+19.9% | $4,482+42.2% | $5,439+17.2% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |