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 | $43,706 | $107,334-59.3% | $92,893-52.9% | $152,861-71.4% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 28.87% | 145.58%-116.7pp | 109.41%-80.5pp | 345.32%-316.4pp |
| Employer contribution / active EE | $2,919 | $4,221-30.8% | $3,653-20.1% | $4,762-38.7% |
| Participant deferral / active EE | $11,098 | $4,845+129.1% | $4,236+162.0% | $5,850+89.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |