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 | $51,354 | $107,934-52.4% | $91,989-44.2% | $152,861-66.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.83% | 89.24%-65.4pp | 69.02%-45.2pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,185 | $4,210-71.9% | $3,452-65.7% | $4,762-75.1% |
| Participant deferral / active EE | $2,962 | $6,364-53.5% | $5,923-50.0% | $5,850-49.4% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |