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 | $19,947 | $105,998-81.2% | $92,233-78.4% | $147,584-86.5% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 25.72% | 50.05%-24.3pp | 176.28%-150.6pp | 578.55%-552.8pp |
| Employer contribution / active EE | $2,482 | $4,333-42.7% | $3,679-32.5% | $4,876-49.1% |
| Participant deferral / active EE | $5,432 | $4,478+21.3% | $3,897+39.4% | $5,439-0.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |