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 | $30,000 | $83,337-64.0% | $67,834-55.8% | $273,961-89.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 12.69% | 259.45%-246.8pp | 138.47%-125.8pp | 41.45%-28.8pp |
| Employer contribution / active EE | $12,472 | $3,287+279.4% | $2,403+418.9% | $4,869+156.2% |
| Participant deferral / active EE | $1,872 | $4,088-54.2% | $3,160-40.7% | $5,287-64.6% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |