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 | $81,654 | $90,600-9.9% | $79,464+2.8% | $135,375-39.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 66.50% | 977.43%-910.9pp | 718.14%-651.6pp | 519.73%-453.2pp |
| Employer contribution / active EE | $1,212 | $3,068-60.5% | $2,800-56.7% | $4,779-74.6% |
| Participant deferral / active EE | $12,333 | $4,050+204.5% | $3,704+233.0% | $5,609+119.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |