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 9-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 | $50,765 | $165,912-69.4% | $122,332-58.5% | $147,584-65.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 10.97% | 34.55%-23.6pp | 30.27%-19.3pp | 578.55%-567.6pp |
| Employer contribution / active EE | $6,012 | $5,754+4.5% | $4,050+48.4% | $4,876+23.3% |
| Participant deferral / active EE | $6,560 | $4,005+63.8% | $3,287+99.6% | $5,439+20.6% |
| Admin fee / account holder | $193 | $7,424-97.4% | $5,478-96.5% | $10,885-98.2% |