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 | $75,640 | $112,881-33.0% | $90,951-16.8% | $158,922-52.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.27% | 215.79%-197.5pp | 134.60%-116.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $15,880 | $2,893+448.9% | $2,122+648.4% | $4,761+233.5% |
| Participant deferral / active EE | $13,401 | $4,128+224.7% | $3,373+297.3% | $5,982+124.0% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |