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 | $123,804 | $99,652+24.2% | $78,778+57.2% | $147,584-16.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.43% | 47.28%-33.9pp | 35.62%-22.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $12,858 | $2,796+359.9% | $1,986+547.5% | $4,876+163.7% |
| Participant deferral / active EE | $6,954 | $3,664+89.8% | $2,958+135.1% | $5,439+27.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |