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 | $69,513 | $107,934-35.6% | $91,989-24.4% | $152,861-54.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.17% | 89.24%-64.1pp | 69.02%-43.9pp | 345.32%-320.2pp |
| Employer contribution / active EE | $5,191 | $4,210+23.3% | $3,452+50.4% | $4,762+9.0% |
| Participant deferral / active EE | $6,933 | $6,364+8.9% | $5,923+17.0% | $5,850+18.5% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |