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 | $27,725 | $105,998-73.8% | $92,233-69.9% | $147,584-81.2% |
| Participation rate | 81.0% | 80.4%+0.5pp | 76.5%+4.5pp | 82.8%-1.9pp |
| Annual return | 69.68% | 50.05%+19.6pp | 176.28%-106.6pp | 578.55%-508.9pp |
| Employer contribution / active EE | $11,616 | $4,333+168.1% | $3,679+215.7% | $4,876+138.2% |
| Participant deferral / active EE | $5,136 | $4,478+14.7% | $3,897+31.8% | $5,439-5.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |