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 | $104,719 | $158,398-33.9% | $126,539-17.2% | $142,382-26.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.93% | 593.76%-578.8pp | 425.95%-411.0pp | 217.08%-202.1pp |
| Employer contribution / active EE | $7,398 | $4,650+59.1% | $3,674+101.4% | $4,299+72.1% |
| Participant deferral / active EE | $4,544 | $4,767-4.7% | $4,083+11.3% | $6,507-30.2% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |