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 8-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 | $18,916 | $115,770-83.7% | $101,248-81.3% | $158,922-88.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.48% | 56.14%-32.7pp | 46.47%-23.0pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,111 | $4,175-49.4% | $3,660-42.3% | $4,761-55.7% |
| Participant deferral / active EE | $5,351 | $4,957+7.9% | $4,370+22.4% | $5,982-10.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |