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 | $12,452 | $102,966-87.9% | $90,281-86.2% | $152,861-91.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.61% | 95.16%-67.6pp | 78.10%-50.5pp | 345.32%-317.7pp |
| Employer contribution / active EE | $3,575 | $3,139+13.9% | $2,854+25.2% | $4,762-24.9% |
| Participant deferral / active EE | $3,575 | $4,281-16.5% | $3,885-8.0% | $5,850-38.9% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |