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 | $59,649 | $185,822-67.9% | $169,993-64.9% | $139,434-57.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.70% | 60.50%-39.8pp | 53.37%-32.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $7,800 | $7,590+2.8% | $6,785+15.0% | $4,751+64.2% |
| Participant deferral / active EE | $21,600 | $11,622+85.9% | $10,408+107.5% | $6,710+221.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |