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 | $48,654 | $73,515-33.8% | $62,995-22.8% | $147,584-67.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.76% | 175.43%-159.7pp | 87.57%-71.8pp | 578.55%-562.8pp |
| Employer contribution / active EE | $3,935 | $3,320+18.5% | $2,759+42.6% | $4,876-19.3% |
| Participant deferral / active EE | $4,790 | $4,185+14.5% | $3,329+43.9% | $5,439-11.9% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |