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 | $29,400 | $105,998-72.3% | $92,233-68.1% | $147,584-80.1% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 26.19% | 50.05%-23.9pp | 176.28%-150.1pp | 578.55%-552.4pp |
| Employer contribution / active EE | $1,860 | $4,333-57.1% | $3,679-49.4% | $4,876-61.9% |
| Participant deferral / active EE | $6,866 | $4,478+53.3% | $3,897+76.2% | $5,439+26.2% |
| Admin fee / account holder | $1 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |