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 7-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 | $101,237 | $150,187-32.6% | $120,354-15.9% | $145,922-30.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.43% | 154.07%-136.6pp | 107.15%-89.7pp | 561.29%-543.9pp |
| Employer contribution / active EE | $9,040 | $4,348+107.9% | $3,463+161.1% | $4,660+94.0% |
| Participant deferral / active EE | $11,300 | $6,173+83.1% | $4,991+126.4% | $6,688+69.0% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |