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 | $19,665 | $105,998-81.4% | $92,233-78.7% | $147,584-86.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.29% | 50.05%-37.8pp | 176.28%-164.0pp | 578.55%-566.3pp |
| Employer contribution / active EE | $7,122 | $4,333+64.4% | $3,679+93.6% | $4,876+46.0% |
| Participant deferral / active EE | $4,228 | $4,478-5.6% | $3,897+8.5% | $5,439-22.3% |
| Admin fee / account holder | $26 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |