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 | $75,119 | $152,587-50.8% | $125,175-40.0% | $152,861-50.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.00% | 54.84%-36.8pp | 43.79%-25.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $7,200 | $4,946+45.6% | $3,865+86.3% | $4,762+51.2% |
| Participant deferral / active EE | $20,000 | $5,868+240.8% | $4,937+305.1% | $5,850+241.9% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |