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 | $92,695 | $106,890-13.3% | $84,015+10.3% | $152,861-39.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.10% | 104.99%-82.9pp | 71.31%-49.2pp | 345.32%-323.2pp |
| Employer contribution / active EE | $12,218 | $2,734+346.8% | $1,983+516.0% | $4,762+156.6% |
| Participant deferral / active EE | $5,504 | $4,011+37.2% | $3,239+70.0% | $5,850-5.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |