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 | $108,498 | $105,998+2.4% | $92,233+17.6% | $147,584-26.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 38.64% | 50.05%-11.4pp | 176.28%-137.6pp | 578.55%-539.9pp |
| Employer contribution / active EE | $8,734 | $4,333+101.6% | $3,679+137.4% | $4,876+79.1% |
| Participant deferral / active EE | $13,540 | $4,478+202.4% | $3,897+247.5% | $5,439+149.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |