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 | $16,825 | $105,998-84.1% | $92,233-81.8% | $147,584-88.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.82% | 50.05%-38.2pp | 176.28%-164.5pp | 578.55%-566.7pp |
| Employer contribution / active EE | $10,642 | $4,333+145.6% | $3,679+189.2% | $4,876+118.2% |
| Participant deferral / active EE | $8,804 | $4,478+96.6% | $3,897+125.9% | $5,439+61.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |