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 | $65,850 | $70,756-6.9% | $65,493+0.5% | $142,382-53.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.84% | 1754.89%-1738.1pp | 982.45%-965.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,315 | $2,881+49.8% | $2,574+67.6% | $4,299+0.4% |
| Participant deferral / active EE | $7,200 | $4,637+55.3% | $3,961+81.8% | $6,507+10.6% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |