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 | $105,092 | $138,044-23.9% | $125,339-16.2% | $134,475-21.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.26% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $11,944 | $5,243+127.8% | $4,814+148.1% | $4,740+152.0% |
| Participant deferral / active EE | $5,175 | $7,799-33.6% | $7,446-30.5% | $6,400-19.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |