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 7-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 | $66,025 | $185,200-64.3% | $142,863-53.8% | $167,490-60.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 11.05% | 8555.70%-8544.6pp | 5637.54%-5626.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $369 | $5,604-93.4% | $4,144-91.1% | $4,837-92.4% |
| Participant deferral / active EE | $26,000 | $4,494+478.5% | $3,837+577.6% | $6,341+310.0% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |