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 | $25,368 | $102,966-75.4% | $90,281-71.9% | $152,861-83.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 37.37% | 95.16%-57.8pp | 78.10%-40.7pp | 345.32%-307.9pp |
| Employer contribution / active EE | $3,697 | $3,139+17.8% | $2,854+29.5% | $4,762-22.4% |
| Participant deferral / active EE | $9,083 | $4,281+112.1% | $3,885+133.8% | $5,850+55.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |