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 | $142,980 | $152,587-6.3% | $125,175+14.2% | $152,861-6.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.50% | 54.84%-36.3pp | 43.79%-25.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,665 | $4,946-46.1% | $3,865-31.1% | $4,762-44.0% |
| Participant deferral / active EE | $7,145 | $5,868+21.8% | $4,937+44.7% | $5,850+22.1% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |