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 | $56,466 | $102,604-45.0% | $86,188-34.5% | $139,434-59.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.66% | 1922.51%-1912.9pp | 1168.45%-1158.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $4,706 | $3,032+55.2% | $2,380+97.7% | $4,751-0.9% |
| Participant deferral / active EE | $8,582 | $4,676+83.5% | $3,985+115.3% | $6,710+27.9% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |