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 7-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 | $23,180 | $157,256-85.3% | $141,162-83.6% | $152,861-84.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 92.61% | 64.32%+28.3pp | 71.39%+21.2pp | 345.32%-252.7pp |
| Employer contribution / active EE | $6,884 | $5,261+30.9% | $4,735+45.4% | $4,762+44.6% |
| Participant deferral / active EE | $11,989 | $7,109+68.6% | $6,709+78.7% | $5,850+104.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |