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 | $48,267 | $105,998-54.5% | $92,233-47.7% | $147,584-67.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.69% | 50.05%-28.4pp | 176.28%-154.6pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,838 | $4,333-57.6% | $3,679-50.0% | $4,876-62.3% |
| Participant deferral / active EE | $8,535 | $4,478+90.6% | $3,897+119.0% | $5,439+56.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |