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 | $92,165 | $105,998-13.0% | $92,233-0.1% | $147,584-37.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.49% | 50.05%-33.6pp | 176.28%-159.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,865 | $4,333-57.0% | $3,679-49.3% | $4,876-61.8% |
| Participant deferral / active EE | $5,115 | $4,478+14.2% | $3,897+31.3% | $5,439-6.0% |
| Admin fee / account holder | $13 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |