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 | $171,958 | $138,044+24.6% | $125,339+37.2% | $134,475+27.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.10% | 750.33%-759.4pp | 572.05%-581.2pp | 417.96%-427.1pp |
| Employer contribution / active EE | $2,427 | $5,243-53.7% | $4,814-49.6% | $4,740-48.8% |
| Participant deferral / active EE | $8,774 | $7,799+12.5% | $7,446+17.8% | $6,400+37.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |