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 | $81,419 | $99,652-18.3% | $78,778+3.4% | $147,584-44.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.07% | 47.28%-29.2pp | 35.62%-17.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,300 | $2,796-17.7% | $1,986+15.8% | $4,876-52.8% |
| Participant deferral / active EE | $8,566 | $3,664+133.8% | $2,958+189.6% | $5,439+57.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |