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 | $25,791 | $165,912-84.5% | $122,332-78.9% | $147,584-82.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 27.79% | 34.55%-6.8pp | 30.27%-2.5pp | 578.55%-550.8pp |
| Employer contribution / active EE | $1,354 | $5,754-76.5% | $4,050-66.6% | $4,876-72.2% |
| Participant deferral / active EE | $6,867 | $4,005+71.5% | $3,287+108.9% | $5,439+26.3% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |