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 | $75,667 | $108,642-30.4% | $74,701+1.3% | $152,861-50.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 19.89% | 114.06%-94.2pp | 752.92%-733.0pp | 345.32%-325.4pp |
| Employer contribution / active EE | $6,640 | $1,503+341.8% | $1,084+512.7% | $4,762+39.4% |
| Participant deferral / active EE | $4,545 | $2,712+67.6% | $1,964+131.5% | $5,850-22.3% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |