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 | $21,793 | $105,998-79.4% | $92,233-76.4% | $147,584-85.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 27.99% | 50.05%-22.1pp | 176.28%-148.3pp | 578.55%-550.6pp |
| Employer contribution / active EE | $2,137 | $4,333-50.7% | $3,679-41.9% | $4,876-56.2% |
| Participant deferral / active EE | $11,642 | $4,478+160.0% | $3,897+198.8% | $5,439+114.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |