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 | $63,848 | $102,966-38.0% | $90,281-29.3% | $152,861-58.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 30.03% | 95.16%-65.1pp | 78.10%-48.1pp | 345.32%-315.3pp |
| Employer contribution / active EE | $7,338 | $3,139+133.8% | $2,854+157.1% | $4,762+54.1% |
| Participant deferral / active EE | $8,891 | $4,281+107.7% | $3,885+128.8% | $5,850+52.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |