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 10-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 | $31,183 | $83,337-62.6% | $67,834-54.0% | $273,961-88.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 444.39% | 259.45%+184.9pp | 138.47%+305.9pp | 41.45%+402.9pp |
| Employer contribution / active EE | $7,258 | $3,287+120.8% | $2,403+202.0% | $4,869+49.1% |
| Participant deferral / active EE | $20,190 | $4,088+393.9% | $3,160+539.0% | $5,287+281.9% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |