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 | $93,139 | $85,790+8.6% | $67,313+38.4% | $135,375-31.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 1489.59% | -0.54%+1490.1pp | -4.08%+1493.7pp | 519.73%+969.9pp |
| Employer contribution / active EE | $6,511 | $3,487+86.7% | $2,566+153.8% | $4,779+36.2% |
| Participant deferral / active EE | $6,213 | $4,651+33.6% | $3,568+74.1% | $5,609+10.8% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |