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 | $77,670 | $105,998-26.7% | $92,233-15.8% | $147,584-47.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.70% | 50.05%-35.4pp | 176.28%-161.6pp | 578.55%-563.9pp |
| Employer contribution / active EE | $9,553 | $4,333+120.5% | $3,679+159.6% | $4,876+95.9% |
| Participant deferral / active EE | $2,465 | $4,478-44.9% | $3,897-36.7% | $5,439-54.7% |
| Admin fee / account holder | $273 | $6,332-95.7% | $5,194-94.7% | $10,885-97.5% |