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 | $67,572 | $135,952-50.3% | $123,892-45.5% | $273,961-75.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 935.67% | 56.63%+879.0pp | 47.52%+888.2pp | 41.45%+894.2pp |
| Employer contribution / active EE | $7,217 | $5,170+39.6% | $4,617+56.3% | $4,869+48.2% |
| Participant deferral / active EE | $12,099 | $6,343+90.8% | $5,984+102.2% | $5,287+128.8% |
| Admin fee / account holder | $70 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |