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 9-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 | $75,757 | $108,172-30.0% | $77,482-2.2% | $158,922-52.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 23.76% | 31.67%-7.9pp | 54.79%-31.0pp | 302.83%-279.1pp |
| Employer contribution / active EE | $202 | $1,325-84.8% | $986-79.5% | $4,761-95.8% |
| Participant deferral / active EE | $10,457 | $2,456+325.7% | $1,861+461.8% | $5,982+74.8% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |