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 | $13,358 | $104,907-87.3% | $84,611-84.2% | $152,861-91.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 14.30% | 373.79%-359.5pp | 258.74%-244.4pp | 345.32%-331.0pp |
| Employer contribution / active EE | $9,783 | $3,302+196.3% | $2,652+268.9% | $4,762+105.4% |
| Participant deferral / active EE | $9,938 | $4,688+112.0% | $3,899+154.9% | $5,850+69.9% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |