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 9-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 | $146,830 | $118,849+23.5% | $96,562+52.1% | $167,490-12.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.69% | 50.49%-35.8pp | 37.78%-23.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,000 | $3,120-67.9% | $2,356-57.6% | $4,837-79.3% |
| Participant deferral / active EE | $14,300 | $4,616+209.8% | $3,849+271.5% | $6,341+125.5% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |