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 | $136,296 | $106,890+27.5% | $84,015+62.2% | $152,861-10.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.94% | 104.99%-88.0pp | 71.31%-54.4pp | 345.32%-328.4pp |
| Employer contribution / active EE | $7,200 | $2,734+163.3% | $1,983+263.0% | $4,762+51.2% |
| Participant deferral / active EE | $24,000 | $4,011+498.3% | $3,239+641.1% | $5,850+310.2% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |