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 | $21,838 | $105,998-79.4% | $92,233-76.3% | $147,584-85.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 27.00% | 50.05%-23.0pp | 176.28%-149.3pp | 578.55%-551.5pp |
| Employer contribution / active EE | $1,529 | $4,333-64.7% | $3,679-58.4% | $4,876-68.6% |
| Participant deferral / active EE | $6,401 | $4,478+42.9% | $3,897+64.3% | $5,439+17.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |