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 | $75,272 | $105,998-29.0% | $92,233-18.4% | $147,584-49.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.00% | 50.05%-25.1pp | 176.28%-151.3pp | 578.55%-553.6pp |
| Employer contribution / active EE | $1,326 | $4,333-69.4% | $3,679-64.0% | $4,876-72.8% |
| Participant deferral / active EE | $3,977 | $4,478-11.2% | $3,897+2.1% | $5,439-26.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |