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 | $103,742 | $105,998-2.1% | $92,233+12.5% | $147,584-29.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.77% | 50.05%-25.3pp | 176.28%-151.5pp | 578.55%-553.8pp |
| Employer contribution / active EE | $3,329 | $4,333-23.2% | $3,679-9.5% | $4,876-31.7% |
| Participant deferral / active EE | $9,289 | $4,478+107.4% | $3,897+138.4% | $5,439+70.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |