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 3-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 | $93,810 | $138,044-32.0% | $125,339-25.2% | $134,475-30.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.70% | 750.33%-758.0pp | 572.05%-579.7pp | 417.96%-425.7pp |
| Employer contribution / active EE | $18,008 | $5,243+243.4% | $4,814+274.1% | $4,740+279.9% |
| Participant deferral / active EE | $18,286 | $7,799+134.5% | $7,446+145.6% | $6,400+185.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |