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 | $69,397 | $107,334-35.3% | $92,893-25.3% | $152,861-54.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 30.41% | 145.58%-115.2pp | 109.41%-79.0pp | 345.32%-314.9pp |
| Employer contribution / active EE | $10,634 | $4,221+151.9% | $3,653+191.1% | $4,762+123.3% |
| Participant deferral / active EE | $11,060 | $4,845+128.3% | $4,236+161.1% | $5,850+89.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |