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 | $143,185 | $97,757+46.5% | $83,848+70.8% | $135,375+5.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.19% | 1287.37%-1290.6pp | 850.88%-854.1pp | 519.73%-522.9pp |
| Employer contribution / active EE | $7,592 | $4,222+79.8% | $3,631+109.1% | $4,779+58.9% |
| Participant deferral / active EE | $9,036 | $4,682+93.0% | $4,082+121.4% | $5,609+61.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |