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 | $37,539 | $105,998-64.6% | $92,233-59.3% | $147,584-74.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.51% | 50.05%-33.5pp | 176.28%-159.8pp | 578.55%-562.0pp |
| Employer contribution / active EE | $3,088 | $4,333-28.7% | $3,679-16.1% | $4,876-36.7% |
| Participant deferral / active EE | $16,883 | $4,478+277.0% | $3,897+333.3% | $5,439+210.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |