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 6-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 | $81,372 | $226,064-64.0% | $182,532-55.4% | $152,861-46.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 44.51% | 192.51%-148.0pp | 148.54%-104.0pp | 345.32%-300.8pp |
| Employer contribution / active EE | $24,396 | $4,978+390.0% | $4,076+498.5% | $4,762+412.3% |
| Participant deferral / active EE | $12,500 | $6,368+96.3% | $5,524+126.3% | $5,850+113.7% |
| Admin fee / account holder | $2 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |