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 | $7,987 | $110,502-92.8% | $80,716-90.1% | $167,490-95.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 19.92% | 120.54%-100.6pp | 87.28%-67.4pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,000 | $1,543-35.2% | $1,160-13.8% | $4,837-79.3% |
| Participant deferral / active EE | $1,990 | $2,871-30.7% | $2,146-7.3% | $6,341-68.6% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |