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 | $77,257 | $127,264-39.3% | $109,895-29.7% | $167,490-53.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.95% | 22.97%-6.0pp | 29.45%-12.5pp | 478.56%-461.6pp |
| Employer contribution / active EE | $6,647 | $3,322+100.1% | $2,842+133.8% | $4,837+37.4% |
| Participant deferral / active EE | $10,884 | $4,514+141.1% | $4,048+168.9% | $6,341+71.6% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |