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 | $186,811 | $93,024+100.8% | $77,024+142.5% | $134,475+38.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 1.15% | 62.60%-61.4pp | 42.32%-41.2pp | 417.96%-416.8pp |
| Employer contribution / active EE | $18,061 | $3,418+428.4% | $2,812+542.2% | $4,740+281.1% |
| Participant deferral / active EE | $11,428 | $5,238+118.2% | $4,426+158.2% | $6,400+78.6% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |