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 | $66,129 | $140,578-53.0% | $100,671-34.3% | $125,391-47.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.35% | 24.67%-28.0pp | 20.43%-23.8pp | 282.22%-285.6pp |
| Employer contribution / active EE | $17,134 | $5,965+187.2% | $4,012+327.1% | $4,866+252.1% |
| Participant deferral / active EE | $8,147 | $3,981+104.6% | $3,144+159.2% | $5,352+52.2% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |