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 7-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 | $69,539 | $165,335-57.9% | $149,696-53.5% | $158,922-56.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 266.42% | 348.15%-81.7pp | 276.60%-10.2pp | 302.83%-36.4pp |
| Employer contribution / active EE | $11,652 | $5,103+128.3% | $4,644+150.9% | $4,761+144.7% |
| Participant deferral / active EE | $5,269 | $7,181-26.6% | $6,842-23.0% | $5,982-11.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |