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 | $140,147 | $133,958+4.6% | $112,228+24.9% | $134,475+4.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.78% | 47.11%-64.9pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $15,615 | $4,038+286.7% | $3,635+329.6% | $4,740+229.5% |
| Participant deferral / active EE | $16,204 | $5,291+206.3% | $4,728+242.7% | $6,400+153.2% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |