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 | $18,851 | $105,998-82.2% | $92,233-79.6% | $147,584-87.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.82% | 50.05%-24.2pp | 176.28%-150.5pp | 578.55%-552.7pp |
| Employer contribution / active EE | $21,233 | $4,333+390.0% | $3,679+477.1% | $4,876+335.4% |
| Participant deferral / active EE | $1,300 | $4,478-71.0% | $3,897-66.6% | $5,439-76.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |