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 | $73,940 | $159,901-53.8% | $146,958-49.7% | $145,922-49.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.78% | 98.13%-86.3pp | 418.34%-406.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,089 | $5,286-41.6% | $4,933-37.4% | $4,660-33.7% |
| Participant deferral / active EE | $13,179 | $8,428+56.4% | $8,070+63.3% | $6,688+97.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |