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 | $67,125 | $105,998-36.7% | $92,233-27.2% | $147,584-54.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.07% | 50.05%-29.0pp | 176.28%-155.2pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,212 | $4,333-48.9% | $3,679-39.9% | $4,876-54.6% |
| Participant deferral / active EE | $4,651 | $4,478+3.9% | $3,897+19.4% | $5,439-14.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |