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 | $42,459 | $105,998-59.9% | $92,233-54.0% | $147,584-71.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 133.41% | 50.05%+83.4pp | 176.28%-42.9pp | 578.55%-445.1pp |
| Employer contribution / active EE | $7,748 | $4,333+78.8% | $3,679+110.6% | $4,876+58.9% |
| Participant deferral / active EE | $11,291 | $4,478+152.1% | $3,897+189.7% | $5,439+107.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |