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 | $52,227 | $105,998-50.7% | $92,233-43.4% | $147,584-64.6% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 23.99% | 50.05%-26.1pp | 176.28%-152.3pp | 578.55%-554.6pp |
| Employer contribution / active EE | $13,213 | $4,333+204.9% | $3,679+259.1% | $4,876+171.0% |
| Participant deferral / active EE | $4,802 | $4,478+7.2% | $3,897+23.2% | $5,439-11.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |