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 9-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 | $87,607 | $152,509-42.6% | $117,472-25.4% | $134,475-34.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.79% | 52.99%-52.2pp | 29.74%-28.9pp | 417.96%-417.2pp |
| Employer contribution / active EE | $7,222 | $5,571+29.6% | $4,176+72.9% | $4,740+52.4% |
| Participant deferral / active EE | $7,338 | $4,818+52.3% | $4,070+80.3% | $6,400+14.7% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |