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 | $67,544 | $160,055-57.8% | $140,016-51.8% | $135,375-50.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 12.39% | 911.38%-899.0pp | 651.12%-638.7pp | 519.73%-507.3pp |
| Employer contribution / active EE | $3,956 | $6,420-38.4% | $5,606-29.4% | $4,779-17.2% |
| Participant deferral / active EE | $16,269 | $7,642+112.9% | $6,927+134.9% | $5,609+190.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |