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 | $107,086 | $63,819+67.8% | $57,736+85.5% | $139,434-23.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 64.8%+35.2pp | 80.3%+19.7pp |
| Annual return | 57.98% | 27.50%+30.5pp | 43.59%+14.4pp | 372.94%-315.0pp |
| Employer contribution / active EE | $23,108 | $2,754+738.9% | $2,452+842.4% | $4,751+386.4% |
| Participant deferral / active EE | $1,231 | $5,353-77.0% | $4,672-73.6% | $6,710-81.6% |
| Admin fee / account holder | $0 | $1,300-100.0% | $1,502-100.0% | $11,403-100.0% |