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 6-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 | $50,651 | $185,822-72.7% | $169,993-70.2% | $139,434-63.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.60% | 60.50%-35.9pp | 53.37%-28.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $11,989 | $7,590+58.0% | $6,785+76.7% | $4,751+152.4% |
| Participant deferral / active EE | $7,488 | $11,622-35.6% | $10,408-28.1% | $6,710+11.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |