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 3-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 | $55,035 | $100,773-45.4% | $88,946-38.1% | $142,382-61.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.59% | 70.18%-45.6pp | 57.82%-33.2pp | 217.08%-192.5pp |
| Employer contribution / active EE | $3,166 | $2,918+8.5% | $2,555+23.9% | $4,299-26.3% |
| Participant deferral / active EE | $10,805 | $5,230+106.6% | $4,581+135.9% | $6,507+66.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |