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 | $47,371 | $90,397-47.6% | $76,002-37.7% | $145,959-67.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 22.73% | 621.97%-599.2pp | 360.07%-337.3pp | 561.95%-539.2pp |
| Employer contribution / active EE | $5,525 | $3,317+66.6% | $2,688+105.5% | $4,661+18.5% |
| Participant deferral / active EE | $14,000 | $5,163+171.1% | $4,257+228.9% | $6,689+109.3% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |