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 | $45,868 | $105,998-56.7% | $92,233-50.3% | $147,584-68.9% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 35.16% | 50.05%-14.9pp | 176.28%-141.1pp | 578.55%-543.4pp |
| Employer contribution / active EE | $5,896 | $4,333+36.1% | $3,679+60.3% | $4,876+20.9% |
| Participant deferral / active EE | $7,767 | $4,478+73.5% | $3,897+99.3% | $5,439+42.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |