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 | $72,690 | $107,334-32.3% | $92,893-21.7% | $152,861-52.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 31.19% | 145.58%-114.4pp | 109.41%-78.2pp | 345.32%-314.1pp |
| Employer contribution / active EE | $4,203 | $4,221-0.4% | $3,653+15.1% | $4,762-11.7% |
| Participant deferral / active EE | $6,529 | $4,845+34.8% | $4,236+54.1% | $5,850+11.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |