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 | $90,372 | $72,177+25.2% | $115,037-21.4% | $59,632+51.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 63.46% | 12.02%+51.4pp | 26.14%+37.3pp | 2041.28%-1977.8pp |
| Employer contribution / active EE | $15,678 | $2,841+451.8% | $4,608+240.2% | $2,203+611.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $70 | $4,927-98.6% | $8,175-99.1% | $4,297-98.4% |