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 | $24,651 | $105,998-76.7% | $92,233-73.3% | $147,584-83.3% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 27.48% | 50.05%-22.6pp | 176.28%-148.8pp | 578.55%-551.1pp |
| Employer contribution / active EE | $1,101 | $4,333-74.6% | $3,679-70.1% | $4,876-77.4% |
| Participant deferral / active EE | $1,321 | $4,478-70.5% | $3,897-66.1% | $5,439-75.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |