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 | $58,335 | $73,515-20.6% | $62,995-7.4% | $147,584-60.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.66% | 175.43%-154.8pp | 87.57%-66.9pp | 578.55%-557.9pp |
| Employer contribution / active EE | $6,124 | $3,320+84.4% | $2,759+122.0% | $4,876+25.6% |
| Participant deferral / active EE | $8,971 | $4,185+114.4% | $3,329+169.4% | $5,439+64.9% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |