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 | $53,615 | $105,998-49.4% | $92,233-41.9% | $147,584-63.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 28.13% | 50.05%-21.9pp | 176.28%-148.2pp | 578.55%-550.4pp |
| Employer contribution / active EE | $2,809 | $4,333-35.2% | $3,679-23.7% | $4,876-42.4% |
| Participant deferral / active EE | $1,509 | $4,478-66.3% | $3,897-61.3% | $5,439-72.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |