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 | $198,446 | $142,405+39.4% | $115,157+72.3% | $152,861+29.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 30.77% | 41.48%-10.7pp | 35.60%-4.8pp | 345.32%-314.5pp |
| Employer contribution / active EE | $10,200 | $4,010+154.4% | $3,179+220.9% | $4,762+114.2% |
| Participant deferral / active EE | $11,600 | $5,164+124.6% | $4,168+178.3% | $5,850+98.3% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |