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 | $41,161 | $104,106-60.5% | $71,086-42.1% | $135,375-69.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 7.78% | 1256.30%-1248.5pp | 650.59%-642.8pp | 519.73%-511.9pp |
| Employer contribution / active EE | $211 | $1,485-85.8% | $1,088-80.6% | $4,779-95.6% |
| Participant deferral / active EE | $211 | $2,527-91.6% | $1,874-88.7% | $5,609-96.2% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |