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 | $29,497 | $104,907-71.9% | $84,611-65.1% | $152,861-80.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 13.39% | 373.79%-360.4pp | 258.74%-245.3pp | 345.32%-331.9pp |
| Employer contribution / active EE | $8,104 | $3,302+145.5% | $2,652+205.6% | $4,762+70.2% |
| Participant deferral / active EE | $3,571 | $4,688-23.8% | $3,899-8.4% | $5,850-39.0% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |