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 4-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 | $51,224 | $104,974-51.2% | $95,585-46.4% | $142,382-64.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.39% | 210.33%-187.9pp | 38.56%-16.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,413 | $2,779-49.2% | $2,527-44.1% | $4,299-67.1% |
| Participant deferral / active EE | $11,200 | $4,352+157.4% | $4,023+178.4% | $6,507+72.1% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |