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 | $120,876 | $105,998+14.0% | $92,233+31.1% | $147,584-18.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.32% | 50.05%-37.7pp | 176.28%-164.0pp | 578.55%-566.2pp |
| Employer contribution / active EE | $3,025 | $4,333-30.2% | $3,679-17.8% | $4,876-38.0% |
| Participant deferral / active EE | $11,015 | $4,478+146.0% | $3,897+182.7% | $5,439+102.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |