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 | $14,232 | $73,515-80.6% | $62,995-77.4% | $147,584-90.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 50.51% | 175.43%-124.9pp | 87.57%-37.1pp | 578.55%-528.0pp |
| Employer contribution / active EE | $2,923 | $3,320-12.0% | $2,759+5.9% | $4,876-40.1% |
| Participant deferral / active EE | $7,651 | $4,185+82.8% | $3,329+129.8% | $5,439+40.7% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |