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 5-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 | $67,265 | $114,381-41.2% | $107,525-37.4% | $142,382-52.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.83% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,083 | $4,015-48.1% | $3,754-44.5% | $4,299-51.6% |
| Participant deferral / active EE | $7,087 | $5,564+27.4% | $5,116+38.5% | $6,507+8.9% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |