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 7-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 | $80,833 | $109,817-26.4% | $98,442-17.9% | $167,490-51.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.18% | 1956.69%-1936.5pp | 1492.73%-1472.5pp | 478.56%-458.4pp |
| Employer contribution / active EE | $15,390 | $3,224+377.4% | $2,960+420.0% | $4,837+218.1% |
| Participant deferral / active EE | $15,003 | $4,673+221.0% | $4,276+250.8% | $6,341+136.6% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |