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 | $85,053 | $73,515+15.7% | $62,995+35.0% | $147,584-42.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.80% | 175.43%-161.6pp | 87.57%-73.8pp | 578.55%-564.7pp |
| Employer contribution / active EE | $18,332 | $3,320+452.1% | $2,759+564.5% | $4,876+275.9% |
| Participant deferral / active EE | $6,000 | $4,185+43.4% | $3,329+80.2% | $5,439+10.3% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |