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 | $108,549 | $107,934+0.6% | $91,989+18.0% | $152,861-29.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 18.26% | 89.24%-71.0pp | 69.02%-50.8pp | 345.32%-327.1pp |
| Employer contribution / active EE | $5,466 | $4,210+29.8% | $3,452+58.4% | $4,762+14.8% |
| Participant deferral / active EE | $16,900 | $6,364+165.5% | $5,923+185.3% | $5,850+188.9% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |