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 | $109,002 | $185,200-41.1% | $142,863-23.7% | $167,490-34.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.80% | 8555.70%-8540.9pp | 5637.54%-5622.7pp | 478.56%-463.8pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $9,411 | $4,494+109.4% | $3,837+145.3% | $6,341+48.4% |
| Admin fee / account holder | $50 | $8,031-99.4% | $6,560-99.2% | $12,309-99.6% |