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 | $22,265 | $99,652-77.7% | $78,778-71.7% | $147,584-84.9% |
| Participation rate | 92.9% | 76.2%+16.6pp | 69.2%+23.7pp | 82.8%+10.0pp |
| Annual return | 19.07% | 47.28%-28.2pp | 35.62%-16.5pp | 578.55%-559.5pp |
| Employer contribution / active EE | $5,254 | $2,796+87.9% | $1,986+164.6% | $4,876+7.7% |
| Participant deferral / active EE | $4,853 | $3,664+32.5% | $2,958+64.0% | $5,439-10.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |