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 | $90,499 | $102,966-12.1% | $90,281+0.2% | $152,861-40.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 34.88% | 95.16%-60.3pp | 78.10%-43.2pp | 345.32%-310.4pp |
| Employer contribution / active EE | $1,575 | $3,139-49.8% | $2,854-44.8% | $4,762-66.9% |
| Participant deferral / active EE | $4,019 | $4,281-6.1% | $3,885+3.4% | $5,850-31.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |