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 | $67,741 | $84,696-20.0% | $75,696-10.5% | $167,490-59.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 25.20% | 199.36%-174.2pp | 104.53%-79.3pp | 478.56%-453.4pp |
| Employer contribution / active EE | $5,859 | $3,230+81.4% | $2,743+113.6% | $4,837+21.1% |
| Participant deferral / active EE | $9,149 | $4,580+99.8% | $3,821+139.4% | $6,341+44.3% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |