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 9-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 | $176,830 | $74,888+136.1% | $71,209+148.3% | $142,382+24.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.56% | 345.14%-328.6pp | 282.51%-265.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,817 | $2,854-1.3% | $2,721+3.5% | $4,299-34.5% |
| Participant deferral / active EE | $3,272 | $4,454-26.5% | $4,175-21.6% | $6,507-49.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |