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 | $118,863 | $105,998+12.1% | $92,233+28.9% | $147,584-19.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 43.21% | 50.05%-6.8pp | 176.28%-133.1pp | 578.55%-535.3pp |
| Employer contribution / active EE | $9,186 | $4,333+112.0% | $3,679+149.7% | $4,876+88.4% |
| Participant deferral / active EE | $13,379 | $4,478+198.8% | $3,897+243.3% | $5,439+146.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |