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 | $196,938 | $92,703+112.4% | $82,719+138.1% | $134,475+46.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 14.49% | 944.92%-930.4pp | 701.18%-686.7pp | 417.96%-403.5pp |
| Employer contribution / active EE | $334 | $3,274-89.8% | $3,009-88.9% | $4,740-93.0% |
| Participant deferral / active EE | $1,811 | $4,802-62.3% | $4,395-58.8% | $6,400-71.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |