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 | $21,697 | $102,966-78.9% | $90,281-76.0% | $152,861-85.8% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 375.00% | 95.16%+279.8pp | 78.10%+296.9pp | 345.32%+29.7pp |
| Employer contribution / active EE | $2,033 | $3,139-35.2% | $2,854-28.8% | $4,762-57.3% |
| Participant deferral / active EE | $5,004 | $4,281+16.9% | $3,885+28.8% | $5,850-14.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |