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 | $73,495 | $114,047-35.6% | $96,139-23.6% | $167,490-56.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 19.06% | 189.88%-170.8pp | 191.94%-172.9pp | 478.56%-459.5pp |
| Employer contribution / active EE | $8,381 | $3,427+144.6% | $2,797+199.7% | $4,837+73.2% |
| Participant deferral / active EE | $16,090 | $5,194+209.8% | $4,349+270.0% | $6,341+153.7% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |