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 | $66,006 | $138,044-52.2% | $125,339-47.3% | $134,475-50.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.52% | 750.33%-768.8pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $12,275 | $5,243+134.1% | $4,814+155.0% | $4,740+159.0% |
| Participant deferral / active EE | $8,184 | $7,799+4.9% | $7,446+9.9% | $6,400+27.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |