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 6-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 | $85,253 | $109,327-22.0% | $89,391-4.6% | $158,922-46.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.69% | 345.68%-332.0pp | 245.62%-231.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $4,579 | $3,170+44.5% | $2,586+77.1% | $4,761-3.8% |
| Participant deferral / active EE | $19,129 | $4,598+316.0% | $3,890+391.8% | $5,982+219.8% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |