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 | $25,975 | $102,966-74.8% | $90,281-71.2% | $152,861-83.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 102.57% | 95.16%+7.4pp | 78.10%+24.5pp | 345.32%-242.7pp |
| Employer contribution / active EE | $8,250 | $3,139+162.8% | $2,854+189.0% | $4,762+73.2% |
| Participant deferral / active EE | $12,963 | $4,281+202.8% | $3,885+233.6% | $5,850+121.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |