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 | $71,390 | $185,200-61.5% | $142,863-50.0% | $167,490-57.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 16.39% | 8555.70%-8539.3pp | 5637.54%-5621.1pp | 478.56%-462.2pp |
| Employer contribution / active EE | $7,014 | $5,604+25.2% | $4,144+69.3% | $4,837+45.0% |
| Participant deferral / active EE | $10,300 | $4,494+129.2% | $3,837+168.4% | $6,341+62.4% |
| Admin fee / account holder | $5 | $8,031-99.9% | $6,560-99.9% | $12,309-100.0% |