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 | $50,814 | $202,432-74.9% | $169,368-70.0% | $139,434-63.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.97% | 531.74%-513.8pp | 405.60%-387.6pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,000 | $4,692-57.4% | $4,013-50.2% | $4,751-57.9% |
| Participant deferral / active EE | $1,208 | $6,938-82.6% | $6,221-80.6% | $6,710-82.0% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |