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 | $50,117 | $232,540-78.4% | $185,117-72.9% | $147,584-66.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 234.12% | 43.03%+191.1pp | 40.50%+193.6pp | 578.55%-344.4pp |
| Employer contribution / active EE | $2,849 | $5,195-45.2% | $4,182-31.9% | $4,876-41.6% |
| Participant deferral / active EE | $5,550 | $5,834-4.9% | $5,045+10.0% | $5,439+2.0% |
| Admin fee / account holder | $136 | $10,275-98.7% | $8,159-98.3% | $10,885-98.8% |