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 | $30,219 | $105,998-71.5% | $92,233-67.2% | $147,584-79.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.38% | 50.05%-34.7pp | 176.28%-160.9pp | 578.55%-563.2pp |
| Employer contribution / active EE | $12,987 | $4,333+199.7% | $3,679+253.0% | $4,876+166.3% |
| Participant deferral / active EE | $3,317 | $4,478-25.9% | $3,897-14.9% | $5,439-39.0% |
| Admin fee / account holder | $139 | $6,332-97.8% | $5,194-97.3% | $10,885-98.7% |