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 | $77,891 | $109,817-29.1% | $98,442-20.9% | $167,490-53.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.23% | 1956.69%-1939.5pp | 1492.73%-1475.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $6,700 | $3,224+107.8% | $2,960+126.4% | $4,837+38.5% |
| Participant deferral / active EE | $6,898 | $4,673+47.6% | $4,276+61.3% | $6,341+8.8% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |