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 | $39,262 | $105,998-63.0% | $92,233-57.4% | $147,584-73.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.16% | 50.05%-26.9pp | 176.28%-153.1pp | 578.55%-555.4pp |
| Employer contribution / active EE | $4,047 | $4,333-6.6% | $3,679+10.0% | $4,876-17.0% |
| Participant deferral / active EE | $3,659 | $4,478-18.3% | $3,897-6.1% | $5,439-32.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |