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 4-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 | $47,342 | $105,126-55.0% | $94,646-50.0% | $139,434-66.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 25.62% | 38.03%-12.4pp | 156.71%-131.1pp | 372.94%-347.3pp |
| Employer contribution / active EE | $8,414 | $4,106+104.9% | $3,672+129.1% | $4,751+77.1% |
| Participant deferral / active EE | $14,132 | $7,599+86.0% | $7,418+90.5% | $6,710+110.6% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |