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 | $160,610 | $112,729+42.5% | $98,716+62.7% | $137,256+17.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.88% | 38.48%-20.6pp | 31.81%-13.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $11,771 | $2,725+331.9% | $2,279+416.6% | $4,156+183.2% |
| Participant deferral / active EE | $6,953 | $4,640+49.8% | $4,048+71.8% | $6,407+8.5% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |