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 5-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 | $82,626 | $112,096-26.3% | $95,952-13.9% | $158,922-48.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 58.31% | 171.09%-112.8pp | 91.61%-33.3pp | 302.83%-244.5pp |
| Employer contribution / active EE | $2,349 | $3,198-26.6% | $2,541-7.6% | $4,761-50.7% |
| Participant deferral / active EE | $4,674 | $4,784-2.3% | $4,167+12.2% | $5,982-21.9% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |