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 | $57,984 | $105,998-45.3% | $92,233-37.1% | $147,584-60.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.70% | 50.05%-25.4pp | 176.28%-151.6pp | 578.55%-553.9pp |
| Employer contribution / active EE | $4,062 | $4,333-6.3% | $3,679+10.4% | $4,876-16.7% |
| Participant deferral / active EE | $20,485 | $4,478+357.5% | $3,897+425.7% | $5,439+276.7% |
| Admin fee / account holder | $97 | $6,332-98.5% | $5,194-98.1% | $10,885-99.1% |