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 | $140,245 | $185,200-24.3% | $142,863-1.8% | $167,490-16.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 21.44% | 8555.70%-8534.3pp | 5637.54%-5616.1pp | 478.56%-457.1pp |
| Employer contribution / active EE | $8,235 | $5,604+46.9% | $4,144+98.7% | $4,837+70.2% |
| Participant deferral / active EE | $10,731 | $4,494+138.8% | $3,837+179.7% | $6,341+69.2% |
| Admin fee / account holder | $84 | $8,031-99.0% | $6,560-98.7% | $12,309-99.3% |