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 | $19,458 | $105,998-81.6% | $92,233-78.9% | $147,584-86.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.40% | 50.05%-32.6pp | 176.28%-158.9pp | 578.55%-561.1pp |
| Employer contribution / active EE | $3,535 | $4,333-18.4% | $3,679-3.9% | $4,876-27.5% |
| Participant deferral / active EE | $8,914 | $4,478+99.1% | $3,897+128.8% | $5,439+63.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |