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 | $27,383 | $109,327-75.0% | $89,391-69.4% | $158,922-82.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 34.50% | 345.68%-311.2pp | 245.62%-211.1pp | 302.83%-268.3pp |
| Employer contribution / active EE | $12,159 | $3,170+283.6% | $2,586+370.3% | $4,761+155.4% |
| Participant deferral / active EE | $3,132 | $4,598-31.9% | $3,890-19.5% | $5,982-47.6% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |