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 7-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 | $83,104 | $115,770-28.2% | $101,248-17.9% | $158,922-47.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.38% | 56.14%-38.8pp | 46.47%-29.1pp | 302.83%-285.5pp |
| Employer contribution / active EE | $30,976 | $4,175+642.0% | $3,660+746.4% | $4,761+550.6% |
| Participant deferral / active EE | $22,895 | $4,957+361.8% | $4,370+423.9% | $5,982+282.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |