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 | $27,451 | $165,912-83.5% | $122,332-77.6% | $147,584-81.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 59.39% | 34.55%+24.8pp | 30.27%+29.1pp | 578.55%-519.2pp |
| Employer contribution / active EE | $12,551 | $5,754+118.1% | $4,050+209.9% | $4,876+157.4% |
| Participant deferral / active EE | $6,259 | $4,005+56.3% | $3,287+90.4% | $5,439+15.1% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |