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 | $47,205 | $144,119-67.2% | $117,854-59.9% | $147,584-68.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 32.11% | 531.15%-499.0pp | 335.08%-303.0pp | 578.55%-546.4pp |
| Employer contribution / active EE | $10,291 | $4,896+110.2% | $3,786+171.8% | $4,876+111.0% |
| Participant deferral / active EE | $12,910 | $5,316+142.9% | $4,482+188.1% | $5,439+137.4% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |