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 | $40,688 | $99,652-59.2% | $78,778-48.4% | $147,584-72.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 22.51% | 47.28%-24.8pp | 35.62%-13.1pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,005 | $2,796-28.3% | $1,986+1.0% | $4,876-58.9% |
| Participant deferral / active EE | $6,503 | $3,664+77.5% | $2,958+119.8% | $5,439+19.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |