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 | $133,758 | $99,652+34.2% | $78,778+69.8% | $147,584-9.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.77% | 47.28%-28.5pp | 35.62%-16.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $8,787 | $2,796+214.3% | $1,986+342.5% | $4,876+80.2% |
| Participant deferral / active EE | $7,308 | $3,664+99.5% | $2,958+147.0% | $5,439+34.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |