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 | $19,382 | $48,076-59.7% | $78,689-75.4% | $62,891-69.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 116.90% | 31.35%+85.5pp | 62.18%+54.7pp | 20.14%+96.8pp |
| Employer contribution / active EE | $5,756 | $2,015+185.7% | $2,851+101.9% | $2,281+152.3% |
| Participant deferral / active EE | $2,848 | $2,588+10.1% | $3,517-19.0% | $3,203-11.1% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |