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 | $19,885 | $63,346-68.6% | $92,233-78.4% | $70,131-71.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 52.32% | 530.12%-477.8pp | 176.28%-124.0pp | 73.14%-20.8pp |
| Employer contribution / active EE | $7,367 | $2,471+198.1% | $3,679+100.2% | $2,342+214.5% |
| Participant deferral / active EE | $4,970 | $2,854+74.2% | $3,897+27.6% | $3,332+49.2% |
| Admin fee / account holder | $4 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |