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 6-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 | $74,688 | $201,272-62.9% | $184,203-59.5% | $145,922-48.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.96% | 29.00%-12.0pp | 28.81%-11.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,665 | $7,022-62.0% | $6,427-58.5% | $4,660-42.8% |
| Participant deferral / active EE | $8,895 | $9,806-9.3% | $9,131-2.6% | $6,688+33.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |