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 | $69,107 | $115,770-40.3% | $101,248-31.7% | $158,922-56.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.95% | 56.14%-35.2pp | 46.47%-25.5pp | 302.83%-281.9pp |
| Employer contribution / active EE | $5,918 | $4,175+41.8% | $3,660+61.7% | $4,761+24.3% |
| Participant deferral / active EE | $9,286 | $4,957+87.3% | $4,370+112.5% | $5,982+55.2% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |