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 7-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 | $41,013 | $96,635-57.6% | $86,612-52.6% | $139,434-70.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.09% | 106.41%-82.3pp | 591.07%-567.0pp | 372.94%-348.9pp |
| Employer contribution / active EE | $3,264 | $3,2630% | $3,022+8.0% | $4,751-31.3% |
| Participant deferral / active EE | $3,235 | $4,836-33.1% | $4,438-27.1% | $6,710-51.8% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |