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 | $45,040 | $85,202-47.1% | $172,739-73.9% | $72,985-38.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 37.97% | 27.32%+10.6pp | 802.84%-764.9pp | 81.00%-43.0pp |
| Employer contribution / active EE | $8,408 | $3,324+152.9% | $5,143+63.5% | $2,440+244.6% |
| Participant deferral / active EE | $5,592 | $3,260+71.5% | $5,198+7.6% | $3,607+55.0% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |