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 | $59,182 | $228,332-74.1% | $185,823-68.2% | $158,922-62.8% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.0%+12.9pp | 82.0%+9.0pp |
| Annual return | 67.11% | 40.80%+26.3pp | 35.95%+31.2pp | 302.83%-235.7pp |
| Employer contribution / active EE | $7,415 | $4,967+49.3% | $4,087+81.4% | $4,761+55.7% |
| Participant deferral / active EE | $15,153 | $6,415+136.2% | $5,632+169.0% | $5,982+153.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |