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 8-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 | $68,989 | $135,635-49.1% | $110,238-37.4% | $135,375-49.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 110.50% | 513.19%-402.7pp | 314.74%-204.2pp | 519.73%-409.2pp |
| Employer contribution / active EE | $11,606 | $4,906+136.6% | $3,826+203.3% | $4,779+142.9% |
| Participant deferral / active EE | $16,748 | $5,506+204.2% | $4,672+258.5% | $5,609+198.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |