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 | $55,504 | $165,912-66.5% | $122,332-54.6% | $147,584-62.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 25.48% | 34.55%-9.1pp | 30.27%-4.8pp | 578.55%-553.1pp |
| Employer contribution / active EE | $19,131 | $5,754+232.5% | $4,050+372.3% | $4,876+292.3% |
| Participant deferral / active EE | $6,698 | $4,005+67.2% | $3,287+103.8% | $5,439+23.2% |
| Admin fee / account holder | $222 | $7,424-97.0% | $5,478-95.9% | $10,885-98.0% |