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 | $81,465 | $124,185-34.4% | $108,410-24.9% | $167,490-51.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.50% | 1379.64%-1365.1pp | 905.27%-890.8pp | 478.56%-464.1pp |
| Employer contribution / active EE | $5,964 | $4,187+42.5% | $3,558+67.6% | $4,837+23.3% |
| Participant deferral / active EE | $13,918 | $6,908+101.5% | $6,563+112.1% | $6,341+119.5% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |