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 | $66,691 | $105,998-37.1% | $92,233-27.7% | $147,584-54.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.62% | 50.05%-29.4pp | 176.28%-155.7pp | 578.55%-557.9pp |
| Employer contribution / active EE | $9,701 | $4,333+123.9% | $3,679+163.7% | $4,876+98.9% |
| Participant deferral / active EE | $7,957 | $4,478+77.7% | $3,897+104.2% | $5,439+46.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |