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 7-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 | $34,030 | $109,327-68.9% | $89,391-61.9% | $158,922-78.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 54.33% | 345.68%-291.3pp | 245.62%-191.3pp | 302.83%-248.5pp |
| Employer contribution / active EE | $1,439 | $3,170-54.6% | $2,586-44.3% | $4,761-69.8% |
| Participant deferral / active EE | $16,943 | $4,598+268.5% | $3,890+335.6% | $5,982+183.2% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |