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 | $30,587 | $99,652-69.3% | $78,778-61.2% | $147,584-79.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.96% | 47.28%-29.3pp | 35.62%-17.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,859 | $2,796-33.5% | $1,986-6.4% | $4,876-61.9% |
| Participant deferral / active EE | $8,319 | $3,664+127.1% | $2,958+181.2% | $5,439+53.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |