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 | $67,684 | $105,998-36.1% | $92,233-26.6% | $147,584-54.1% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 18.11% | 50.05%-31.9pp | 176.28%-158.2pp | 578.55%-560.4pp |
| Employer contribution / active EE | $11,126 | $4,333+156.8% | $3,679+202.4% | $4,876+128.2% |
| Participant deferral / active EE | $1,255 | $4,478-72.0% | $3,897-67.8% | $5,439-76.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |