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 | $77,035 | $144,119-46.5% | $117,854-34.6% | $147,584-47.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.18% | 531.15%-510.0pp | 335.08%-313.9pp | 578.55%-557.4pp |
| Employer contribution / active EE | $3,872 | $4,896-20.9% | $3,786+2.3% | $4,876-20.6% |
| Participant deferral / active EE | $8,820 | $5,316+65.9% | $4,482+96.8% | $5,439+62.2% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |