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 9-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 | $143,075 | $90,348+58.4% | $75,972+88.3% | $145,922-2.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.87% | 620.88%-604.0pp | 359.55%-342.7pp | 561.29%-544.4pp |
| Employer contribution / active EE | $7,647 | $3,311+130.9% | $2,685+184.8% | $4,660+64.1% |
| Participant deferral / active EE | $9,938 | $5,162+92.5% | $4,255+133.5% | $6,688+48.6% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |