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 | $140,738 | $102,966+36.7% | $90,281+55.9% | $152,861-7.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.14% | 95.16%-81.0pp | 78.10%-64.0pp | 345.32%-331.2pp |
| Employer contribution / active EE | $35,000 | $3,139+1015.1% | $2,854+1126.2% | $4,762+634.9% |
| Participant deferral / active EE | $22,000 | $4,281+413.8% | $3,885+466.2% | $5,850+276.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |