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 3-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 | $75,819 | $156,846-51.7% | $121,098-37.4% | $139,434-45.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.95% | 1474.56%-1460.6pp | 985.75%-971.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $26,850 | $5,536+385.0% | $4,164+544.9% | $4,751+465.2% |
| Participant deferral / active EE | $11,250 | $4,844+132.2% | $4,080+175.8% | $6,710+67.7% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |