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 | $30,125 | $176,662-82.9% | $130,648-76.9% | $152,861-80.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 21.49% | 2692.24%-2670.8pp | 1708.96%-1687.5pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,717 | $5,742-70.1% | $4,092-58.0% | $4,762-63.9% |
| Participant deferral / active EE | $1,717 | $4,361-60.6% | $3,603-52.3% | $5,850-70.6% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |