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 | $52,423 | $102,966-49.1% | $90,281-41.9% | $152,861-65.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 32.83% | 95.16%-62.3pp | 78.10%-45.3pp | 345.32%-312.5pp |
| Employer contribution / active EE | $12,309 | $3,139+292.2% | $2,854+331.2% | $4,762+158.5% |
| Participant deferral / active EE | $16,667 | $4,281+289.3% | $3,885+329.0% | $5,850+184.9% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |