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 | $30,847 | $105,859-70.9% | $90,160-65.8% | $147,584-79.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 88.63% | 37.63%+51.0pp | 34.88%+53.7pp | 578.55%-489.9pp |
| Employer contribution / active EE | $19,888 | $4,126+382.0% | $3,318+499.4% | $4,876+307.8% |
| Participant deferral / active EE | $6,214 | $5,733+8.4% | $5,288+17.5% | $5,439+14.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |