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 3-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 | $68,056 | $76,738-11.3% | $56,411+20.6% | $145,922-53.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.52% | 2994.23%-2981.7pp | 1701.33%-1688.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,000 | $1,380+117.4% | $1,039+188.8% | $4,660-35.6% |
| Participant deferral / active EE | $7,188 | $2,623+174.1% | $1,952+268.2% | $6,688+7.5% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |