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 | $80,635 | $105,998-23.9% | $92,233-12.6% | $147,584-45.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.65% | 50.05%-28.4pp | 176.28%-154.6pp | 578.55%-556.9pp |
| Employer contribution / active EE | $3,875 | $4,333-10.6% | $3,679+5.3% | $4,876-20.5% |
| Participant deferral / active EE | $7,800 | $4,478+74.2% | $3,897+100.2% | $5,439+43.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |