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 | $80,462 | $105,998-24.1% | $92,233-12.8% | $147,584-45.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 28.41% | 50.05%-21.6pp | 176.28%-147.9pp | 578.55%-550.1pp |
| Employer contribution / active EE | $28,288 | $4,333+552.9% | $3,679+668.8% | $4,876+480.1% |
| Participant deferral / active EE | $12,483 | $4,478+178.8% | $3,897+220.3% | $5,439+129.5% |
| Admin fee / account holder | $23 | $6,332-99.6% | $5,194-99.6% | $10,885-99.8% |