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 | $81,300 | $144,119-43.6% | $117,854-31.0% | $147,584-44.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.17% | 531.15%-512.0pp | 335.08%-315.9pp | 578.55%-559.4pp |
| Employer contribution / active EE | $2,023 | $4,896-58.7% | $3,786-46.6% | $4,876-58.5% |
| Participant deferral / active EE | $8,106 | $5,316+52.5% | $4,482+80.9% | $5,439+49.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |