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 | $98,724 | $211,958-53.4% | $169,463-41.7% | $135,375-27.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 117.55% | 3.26%+114.3pp | 1.83%+115.7pp | 519.73%-402.2pp |
| Employer contribution / active EE | $20,133 | $5,120+293.2% | $4,159+384.1% | $4,779+321.3% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.2% | $5,609+118.4% |
| Admin fee / account holder | $152 | $11,471-98.7% | $9,109-98.3% | $10,827-98.6% |