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 | $82,714 | $109,817-24.7% | $98,442-16.0% | $167,490-50.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.64% | 1956.69%-1941.1pp | 1492.73%-1477.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $15,458 | $3,224+379.5% | $2,960+422.3% | $4,837+219.5% |
| Participant deferral / active EE | $9,317 | $4,673+99.4% | $4,276+117.9% | $6,341+46.9% |
| Admin fee / account holder | $86 | $6,753-98.7% | $5,949-98.6% | $12,309-99.3% |