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 | $36,372 | $99,652-63.5% | $78,778-53.8% | $147,584-75.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.01% | 47.28%-33.3pp | 35.62%-21.6pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,833 | $2,796-34.4% | $1,986-7.7% | $4,876-62.4% |
| Participant deferral / active EE | $4,016 | $3,664+9.6% | $2,958+35.8% | $5,439-26.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |