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 | $74,833 | $159,901-53.2% | $146,958-49.1% | $145,922-48.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.53% | 98.13%-74.6pp | 418.34%-394.8pp | 561.29%-537.8pp |
| Employer contribution / active EE | $14,561 | $5,286+175.5% | $4,933+195.2% | $4,660+212.5% |
| Participant deferral / active EE | $7,625 | $8,428-9.5% | $8,070-5.5% | $6,688+14.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |