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 9-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 | $48,874 | $107,334-54.5% | $92,893-47.4% | $152,861-68.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.67% | 145.58%-128.9pp | 109.41%-92.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $9,795 | $4,221+132.0% | $3,653+168.1% | $4,762+105.7% |
| Participant deferral / active EE | $11,913 | $4,845+145.9% | $4,236+181.2% | $5,850+103.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |