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 | $142,787 | $102,616+39.1% | $81,983+74.2% | $158,922-10.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 18.01% | 61.04%-43.0pp | 41.31%-23.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $9,587 | $3,240+195.9% | $2,498+283.8% | $4,761+101.3% |
| Participant deferral / active EE | $14,692 | $4,648+216.1% | $3,722+294.7% | $5,982+145.6% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |