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 9-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 | $55,284 | $156,846-64.8% | $121,098-54.3% | $139,434-60.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.33% | 1474.56%-1454.2pp | 985.75%-965.4pp | 372.94%-352.6pp |
| Employer contribution / active EE | $8,986 | $5,536+62.3% | $4,164+115.8% | $4,751+89.1% |
| Participant deferral / active EE | $7,796 | $4,844+60.9% | $4,080+91.1% | $6,710+16.2% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |