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 | $24,194 | $105,998-77.2% | $92,233-73.8% | $147,584-83.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 33.81% | 50.05%-16.2pp | 176.28%-142.5pp | 578.55%-544.7pp |
| Employer contribution / active EE | $4,918 | $4,333+13.5% | $3,679+33.7% | $4,876+0.9% |
| Participant deferral / active EE | $2,736 | $4,478-38.9% | $3,897-29.8% | $5,439-49.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |