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 | $109,528 | $144,119-24.0% | $117,854-7.1% | $147,584-25.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.95% | 531.15%-510.2pp | 335.08%-314.1pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,516 | $4,896-48.6% | $3,786-33.6% | $4,876-48.4% |
| Participant deferral / active EE | $8,283 | $5,316+55.8% | $4,482+84.8% | $5,439+52.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |