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 | $53,542 | $157,256-66.0% | $141,162-62.1% | $152,861-65.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.48% | 64.32%-41.8pp | 71.39%-48.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $4,220 | $5,261-19.8% | $4,735-10.9% | $4,762-11.4% |
| Participant deferral / active EE | $7,950 | $7,109+11.8% | $6,709+18.5% | $5,850+35.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |