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 | $30,849 | $232,540-86.7% | $185,117-83.3% | $147,584-79.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 119.68% | 43.03%+76.7pp | 40.50%+79.2pp | 578.55%-458.9pp |
| Employer contribution / active EE | $1,860 | $5,195-64.2% | $4,182-55.5% | $4,876-61.9% |
| Participant deferral / active EE | $24,000 | $5,834+311.4% | $5,045+375.7% | $5,439+341.3% |
| Admin fee / account holder | $209 | $10,275-98.0% | $8,159-97.4% | $10,885-98.1% |