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 | $161,960 | $93,024+74.1% | $77,024+110.3% | $134,475+20.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.14% | 62.60%-78.7pp | 42.32%-58.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,389 | $3,418+28.4% | $2,812+56.1% | $4,740-7.4% |
| Participant deferral / active EE | $17,448 | $5,238+233.1% | $4,426+294.2% | $6,400+172.6% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |