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 9-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 | $66,102 | $197,591-66.5% | $177,821-62.8% | $158,922-58.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 36.50% | 58.76%-22.3pp | 48.32%-11.8pp | 302.83%-266.3pp |
| Employer contribution / active EE | $25,690 | $6,697+283.6% | $5,918+334.1% | $4,761+439.6% |
| Participant deferral / active EE | $13,000 | $8,405+54.7% | $7,714+68.5% | $5,982+117.3% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |