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 4-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 | $59,178 | $100,773-41.3% | $88,946-33.5% | $142,382-58.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.49% | 70.18%-55.7pp | 57.82%-43.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,296 | $2,918-21.3% | $2,555-10.1% | $4,299-46.6% |
| Participant deferral / active EE | $13,497 | $5,230+158.1% | $4,581+194.6% | $6,507+107.4% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |