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 | $60,556 | $97,044-37.6% | $83,333-27.3% | $135,375-55.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 917.95% | 12.31%+905.6pp | 10.63%+907.3pp | 519.73%+398.2pp |
| Employer contribution / active EE | $767 | $4,143-81.5% | $3,379-77.3% | $4,779-83.9% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $155 | $8,380-98.1% | $7,510-97.9% | $10,827-98.6% |