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 | $50,547 | $84,696-40.3% | $75,696-33.2% | $167,490-69.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.78% | 199.36%-182.6pp | 104.53%-87.7pp | 478.56%-461.8pp |
| Employer contribution / active EE | $7,035 | $3,230+117.8% | $2,743+156.5% | $4,837+45.4% |
| Participant deferral / active EE | $3,346 | $4,580-26.9% | $3,821-12.5% | $6,341-47.2% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |