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 5-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 | $67,169 | $110,261-39.1% | $95,745-29.8% | $139,434-51.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 58.29% | 27.11%+31.2pp | 28.35%+29.9pp | 372.94%-314.6pp |
| Employer contribution / active EE | $22,395 | $3,257+587.5% | $2,835+690.1% | $4,751+371.4% |
| Participant deferral / active EE | $22,170 | $4,676+374.1% | $4,245+422.3% | $6,710+230.4% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |