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 | $63,628 | $102,966-38.2% | $90,281-29.5% | $152,861-58.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.59% | 95.16%-73.6pp | 78.10%-56.5pp | 345.32%-323.7pp |
| Employer contribution / active EE | $5,140 | $3,139+63.8% | $2,854+80.1% | $4,762+7.9% |
| Participant deferral / active EE | $2,679 | $4,281-37.4% | $3,885-31.1% | $5,850-54.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |