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 8-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 | $51,996 | $107,334-51.6% | $92,893-44.0% | $152,861-66.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.17% | 145.58%-120.4pp | 109.41%-84.2pp | 345.32%-320.2pp |
| Employer contribution / active EE | $6,932 | $4,221+64.2% | $3,653+89.8% | $4,762+45.5% |
| Participant deferral / active EE | $10,500 | $4,845+116.7% | $4,236+147.9% | $5,850+79.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |