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 | $146,211 | $90,600+61.4% | $79,464+84.0% | $135,375+8.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.41% | 977.43%-979.8pp | 718.14%-720.6pp | 519.73%-522.1pp |
| Employer contribution / active EE | $4,780 | $3,068+55.8% | $2,800+70.7% | $4,7790% |
| Participant deferral / active EE | $21,500 | $4,050+430.8% | $3,704+480.5% | $5,609+283.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |