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 7-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 | $75,296 | $118,849-36.6% | $96,562-22.0% | $167,490-55.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.45% | 50.49%-42.0pp | 37.78%-29.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $9,536 | $3,120+205.7% | $2,356+304.7% | $4,837+97.1% |
| Participant deferral / active EE | $6,680 | $4,616+44.7% | $3,849+73.6% | $6,341+5.3% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |