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 | $29,970 | $105,998-71.7% | $92,233-67.5% | $147,584-79.7% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 22.77% | 50.05%-27.3pp | 176.28%-153.5pp | 578.55%-555.8pp |
| Employer contribution / active EE | $2,820 | $4,333-34.9% | $3,679-23.4% | $4,876-42.2% |
| Participant deferral / active EE | $4,770 | $4,478+6.5% | $3,897+22.4% | $5,439-12.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |