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 3-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 | $26,052 | $150,197-82.7% | $120,368-78.4% | $145,959-82.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 28.19% | 154.26%-126.1pp | 107.26%-79.1pp | 561.95%-533.8pp |
| Employer contribution / active EE | $3,162 | $4,350-27.3% | $3,465-8.7% | $4,661-32.1% |
| Participant deferral / active EE | $8,017 | $6,174+29.9% | $4,991+60.6% | $6,689+19.9% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |