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 | $91,660 | $105,998-13.5% | $92,233-0.6% | $147,584-37.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.60% | 50.05%-35.4pp | 176.28%-161.7pp | 578.55%-563.9pp |
| Employer contribution / active EE | $15,961 | $4,333+268.4% | $3,679+333.8% | $4,876+227.3% |
| Participant deferral / active EE | $7,050 | $4,478+57.4% | $3,897+80.9% | $5,439+29.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |