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 | $88,403 | $102,966-14.1% | $90,281-2.1% | $152,861-42.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.85% | 95.16%-70.3pp | 78.10%-53.3pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,080 | $3,139-33.7% | $2,854-27.1% | $4,762-56.3% |
| Participant deferral / active EE | $7,800 | $4,281+82.2% | $3,885+100.8% | $5,850+33.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |