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 | $53,180 | $104,486-49.1% | $76,817-30.8% | $152,861-65.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 19.99% | 1013.37%-993.4pp | 1166.11%-1146.1pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,660 | $3,116-14.6% | $2,302+15.6% | $4,762-44.1% |
| Participant deferral / active EE | $2,660 | $4,236-37.2% | $3,336-20.3% | $5,850-54.5% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |