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 | $94,694 | $105,998-10.7% | $92,233+2.7% | $147,584-35.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.98% | 50.05%-25.1pp | 176.28%-151.3pp | 578.55%-553.6pp |
| Employer contribution / active EE | $2,257 | $4,333-47.9% | $3,679-38.7% | $4,876-53.7% |
| Participant deferral / active EE | $16,607 | $4,478+270.9% | $3,897+326.2% | $5,439+205.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |