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 | $115,582 | $74,888+54.3% | $71,209+62.3% | $142,382-18.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.93% | 345.14%-326.2pp | 282.51%-263.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $8,064 | $2,854+182.5% | $2,721+196.4% | $4,299+87.6% |
| Participant deferral / active EE | $11,111 | $4,454+149.4% | $4,175+166.1% | $6,507+70.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |