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 | $104,291 | $74,888+39.3% | $71,209+46.5% | $142,382-26.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.97% | 345.14%-327.2pp | 282.51%-264.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $6,117 | $2,854+114.3% | $2,721+124.8% | $4,299+42.3% |
| Participant deferral / active EE | $5,791 | $4,454+30.0% | $4,175+38.7% | $6,507-11.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |