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 | $40,771 | $68,097-40.1% | $62,929-35.2% | $137,256-70.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.07% | 1859.11%-1848.0pp | 1063.93%-1052.9pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,289 | $2,811-54.1% | $2,505-48.5% | $4,156-69.0% |
| Participant deferral / active EE | $8,110 | $4,553+78.1% | $3,888+108.6% | $6,407+26.6% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |