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 | $20,324 | $105,998-80.8% | $92,233-78.0% | $147,584-86.2% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 23.15% | 50.05%-26.9pp | 176.28%-153.1pp | 578.55%-555.4pp |
| Employer contribution / active EE | $2,034 | $4,333-53.1% | $3,679-44.7% | $4,876-58.3% |
| Participant deferral / active EE | $4,611 | $4,478+3.0% | $3,897+18.3% | $5,439-15.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |