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 | $75,189 | $102,966-27.0% | $90,281-16.7% | $152,861-50.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.34% | 95.16%-76.8pp | 78.10%-59.8pp | 345.32%-327.0pp |
| Employer contribution / active EE | $326 | $3,139-89.6% | $2,854-88.6% | $4,762-93.2% |
| Participant deferral / active EE | $12,600 | $4,281+194.3% | $3,885+224.3% | $5,850+115.4% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |