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 | $65,375 | $162,781-59.8% | $133,956-51.2% | $158,922-58.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.69% | 41.94%-24.3pp | 45.09%-27.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $13,590 | $4,975+173.1% | $3,919+246.8% | $4,761+185.4% |
| Participant deferral / active EE | $22,750 | $5,911+284.9% | $5,048+350.7% | $5,982+280.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |