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 | $56,303 | $105,998-46.9% | $92,233-39.0% | $147,584-61.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.66% | 50.05%-31.4pp | 176.28%-157.6pp | 578.55%-559.9pp |
| Employer contribution / active EE | $3,466 | $4,333-20.0% | $3,679-5.8% | $4,876-28.9% |
| Participant deferral / active EE | $18,925 | $4,478+322.6% | $3,897+385.7% | $5,439+248.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |