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 | $51,448 | $105,998-51.5% | $92,233-44.2% | $147,584-65.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.18% | 50.05%-37.9pp | 176.28%-164.1pp | 578.55%-566.4pp |
| Employer contribution / active EE | $8,729 | $4,333+101.5% | $3,679+137.3% | $4,876+79.0% |
| Participant deferral / active EE | $3,166 | $4,478-29.3% | $3,897-18.7% | $5,439-41.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |