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 | $107,196 | $96,635+10.9% | $86,612+23.8% | $139,434-23.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 37.52% | 106.41%-68.9pp | 591.07%-553.5pp | 372.94%-335.4pp |
| Employer contribution / active EE | $15,627 | $3,263+378.9% | $3,022+417.0% | $4,751+228.9% |
| Participant deferral / active EE | $10,140 | $4,836+109.7% | $4,438+128.5% | $6,710+51.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |