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 | $92,184 | $74,888+23.1% | $71,209+29.5% | $142,382-35.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.31% | 345.14%-327.8pp | 282.51%-265.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $13,190 | $2,854+362.1% | $2,721+384.8% | $4,299+206.8% |
| Participant deferral / active EE | $9,763 | $4,454+119.2% | $4,175+133.8% | $6,507+50.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |