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 | $49,935 | $108,642-54.0% | $74,701-33.2% | $152,861-67.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 9.76% | 114.06%-104.3pp | 752.92%-743.2pp | 345.32%-335.6pp |
| Employer contribution / active EE | $3,923 | $1,503+161.0% | $1,084+262.0% | $4,762-17.6% |
| Participant deferral / active EE | $12,667 | $2,712+367.0% | $1,964+545.1% | $5,850+116.5% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |