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 | $51,174 | $116,175-56.0% | $93,606-45.3% | $152,861-66.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 16.85% | 35.96%-19.1pp | 32.76%-15.9pp | 345.32%-328.5pp |
| Employer contribution / active EE | $9,696 | $3,218+201.3% | $2,718+256.7% | $4,762+103.6% |
| Participant deferral / active EE | $6,450 | $4,603+40.1% | $4,069+58.5% | $5,850+10.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |