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 | $21,680 | $65,685-67.0% | $57,179-62.1% | $273,961-92.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 193.14% | 21.99%+171.2pp | 14.59%+178.6pp | 41.45%+151.7pp |
| Employer contribution / active EE | $9,310 | $3,279+184.0% | $2,682+247.1% | $4,869+91.2% |
| Participant deferral / active EE | $5,856 | $3,782+54.9% | $3,096+89.1% | $5,287+10.8% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |