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 | $74,227 | $142,405-47.9% | $115,157-35.5% | $152,861-51.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 24.62% | 41.48%-16.9pp | 35.60%-11.0pp | 345.32%-320.7pp |
| Employer contribution / active EE | $15,108 | $4,010+276.8% | $3,179+375.3% | $4,762+217.2% |
| Participant deferral / active EE | $18,767 | $5,164+263.4% | $4,168+350.2% | $5,850+220.8% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |