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 | $79,004 | $109,982-28.2% | $97,226-18.7% | $145,922-45.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 49.28% | 242.90%-193.6pp | 75.13%-25.9pp | 561.29%-512.0pp |
| Employer contribution / active EE | $11,750 | $3,084+281.0% | $2,729+330.6% | $4,660+152.2% |
| Participant deferral / active EE | $22,998 | $4,676+391.8% | $4,264+439.4% | $6,688+243.9% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |