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 | $54,024 | $104,251-48.2% | $91,001-40.6% | $147,584-63.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 20.65% | 27.06%-6.4pp | 4.60%+16.1pp | 578.55%-557.9pp |
| Employer contribution / active EE | $3,521 | $3,116+13.0% | $2,456+43.4% | $4,876-27.8% |
| Participant deferral / active EE | $11,582 | $4,195+176.1% | $3,547+226.5% | $5,439+112.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |