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 | $75,906 | $197,591-61.6% | $177,821-57.3% | $158,922-52.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 116.70% | 58.76%+57.9pp | 48.32%+68.4pp | 302.83%-186.1pp |
| Employer contribution / active EE | $10,816 | $6,697+61.5% | $5,918+82.8% | $4,761+127.2% |
| Participant deferral / active EE | $15,849 | $8,405+88.6% | $7,714+105.5% | $5,982+164.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |