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 10-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 | $78,360 | $30,400+157.8% | $53,898+45.4% | $84,808-7.6% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 23.08% | 500.19%-477.1pp | 528.60%-505.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $7,470 | $603+1139.4% | $932+701.5% | $2,631+183.9% |
| Participant deferral / active EE | $717 | $1,199-40.1% | $1,826-60.7% | $4,212-83.0% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |