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 | $20,361 | $111,724-81.8% | $93,606-78.2% | $145,922-86.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.33% | 202.98%-192.6pp | 133.20%-122.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $9,000 | $3,090+191.3% | $2,420+271.9% | $4,660+93.1% |
| Participant deferral / active EE | $11,500 | $4,912+134.1% | $4,411+160.7% | $6,688+72.0% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |