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 | $73,777 | $118,680-37.8% | $98,907-25.4% | $158,922-53.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.18% | 372.35%-364.2pp | 196.43%-188.2pp | 302.83%-294.6pp |
| Employer contribution / active EE | $13,497 | $3,333+305.0% | $2,689+401.9% | $4,761+183.5% |
| Participant deferral / active EE | $7,550 | $5,088+48.4% | $4,244+77.9% | $5,982+26.2% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |