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 3-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 | $68,915 | $109,982-37.3% | $97,226-29.1% | $145,922-52.8% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 131.81% | 242.90%-111.1pp | 75.13%+56.7pp | 561.29%-429.5pp |
| Employer contribution / active EE | $1,261 | $3,084-59.1% | $2,729-53.8% | $4,660-72.9% |
| Participant deferral / active EE | $7,018 | $4,676+50.1% | $4,264+64.6% | $6,688+4.9% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |