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 | $7,773 | $123,909-93.7% | $69,647-88.8% | $145,922-94.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 10.10% | 190.55%-180.5pp | 100.48%-90.4pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,745 | $2,682+39.7% | $1,712+118.7% | $4,660-19.6% |
| Participant deferral / active EE | $1,432 | $4,236-66.2% | $2,886-50.4% | $6,688-78.6% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |