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 | $22,735 | $107,334-78.8% | $92,893-75.5% | $152,861-85.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.74% | 145.58%-120.8pp | 109.41%-84.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $6,244 | $4,221+47.9% | $3,653+70.9% | $4,762+31.1% |
| Participant deferral / active EE | $3,767 | $4,845-22.2% | $4,236-11.1% | $5,850-35.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |