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 | $71,297 | $99,877-28.6% | $84,966-16.1% | $145,922-51.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 21.64% | 83.76%-62.1pp | 66.38%-44.7pp | 561.29%-539.6pp |
| Employer contribution / active EE | $26,884 | $3,231+732.0% | $2,727+885.8% | $4,660+476.9% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,519-100.0% | $6,688-100.0% |
| Admin fee / account holder | $18 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |