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 | $76,749 | $73,515+4.4% | $62,995+21.8% | $147,584-48.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.30% | 175.43%-159.1pp | 87.57%-71.3pp | 578.55%-562.2pp |
| Employer contribution / active EE | $3,566 | $3,320+7.4% | $2,759+29.3% | $4,876-26.9% |
| Participant deferral / active EE | $6,595 | $4,185+57.6% | $3,329+98.1% | $5,439+21.3% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |