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 | $71,479 | $105,998-32.6% | $92,233-22.5% | $147,584-51.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.61% | 50.05%-37.4pp | 176.28%-163.7pp | 578.55%-565.9pp |
| Employer contribution / active EE | $7,555 | $4,333+74.4% | $3,679+105.3% | $4,876+54.9% |
| Participant deferral / active EE | $4,815 | $4,478+7.5% | $3,897+23.6% | $5,439-11.5% |
| Admin fee / account holder | $3 | $6,332-100.0% | $5,194-99.9% | $10,885-100.0% |