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 | $50,338 | $68,097-26.1% | $62,929-20.0% | $137,256-63.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.74% | 1859.11%-1843.4pp | 1063.93%-1048.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,639 | $2,811-41.7% | $2,505-34.6% | $4,156-60.6% |
| Participant deferral / active EE | $6,556 | $4,553+44.0% | $3,888+68.6% | $6,407+2.3% |
| Admin fee / account holder | $74 | $6,521-98.9% | $5,065-98.5% | $12,270-99.4% |