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 | $76,276 | $102,966-25.9% | $90,281-15.5% | $152,861-50.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.36% | 95.16%-67.8pp | 78.10%-50.7pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,554 | $3,139-50.5% | $2,854-45.6% | $4,762-67.4% |
| Participant deferral / active EE | $6,408 | $4,281+49.7% | $3,885+64.9% | $5,850+9.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |