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 | $157,508 | $100,852+56.2% | $90,404+74.2% | $158,922-0.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 94.42% | 1724.20%-1629.8pp | 1293.02%-1198.6pp | 302.83%-208.4pp |
| Employer contribution / active EE | $2,128 | $3,689-42.3% | $3,262-34.8% | $4,761-55.3% |
| Participant deferral / active EE | $2,948 | $4,348-32.2% | $3,963-25.6% | $5,982-50.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |