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 8-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 | $28,213 | $96,484-70.8% | $75,886-62.8% | $152,861-81.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 18.55% | 33.98%-15.4pp | 30.76%-12.2pp | 345.32%-326.8pp |
| Employer contribution / active EE | $5,143 | $3,309+55.4% | $2,500+105.7% | $4,762+8.0% |
| Participant deferral / active EE | $9,838 | $4,553+116.1% | $3,603+173.1% | $5,850+68.2% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |