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 | $87,826 | $124,185-29.3% | $108,410-19.0% | $167,490-47.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.92% | 1379.64%-1359.7pp | 905.27%-885.4pp | 478.56%-458.6pp |
| Employer contribution / active EE | $2,812 | $4,187-32.8% | $3,558-21.0% | $4,837-41.9% |
| Participant deferral / active EE | $4,798 | $6,908-30.5% | $6,563-26.9% | $6,341-24.3% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |