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 | $145,942 | $109,817+32.9% | $98,442+48.3% | $167,490-12.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 34.56% | 1956.69%-1922.1pp | 1492.73%-1458.2pp | 478.56%-444.0pp |
| Employer contribution / active EE | $14,761 | $3,224+357.9% | $2,960+398.7% | $4,837+205.1% |
| Participant deferral / active EE | $5,820 | $4,673+24.5% | $4,276+36.1% | $6,341-8.2% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |