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 | $37,068 | $106,890-65.3% | $84,015-55.9% | $152,861-75.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 27.80% | 104.99%-77.2pp | 71.31%-43.5pp | 345.32%-317.5pp |
| Employer contribution / active EE | $2,612 | $2,734-4.5% | $1,983+31.7% | $4,762-45.2% |
| Participant deferral / active EE | $9,500 | $4,011+136.8% | $3,239+193.3% | $5,850+62.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |