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 | $115,108 | $108,642+6.0% | $74,701+54.1% | $152,861-24.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 3.06% | 114.06%-111.0pp | 752.92%-749.9pp | 345.32%-342.3pp |
| Employer contribution / active EE | $3,142 | $1,503+109.0% | $1,084+189.9% | $4,762-34.0% |
| Participant deferral / active EE | $6,654 | $2,712+145.3% | $1,964+238.9% | $5,850+13.7% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |