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 | $21,548 | $118,450-81.8% | $98,439-78.1% | $139,434-84.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 35.76% | 18.94%+16.8pp | 21.16%+14.6pp | 372.94%-337.2pp |
| Employer contribution / active EE | $13,391 | $3,609+271.0% | $3,048+339.3% | $4,751+181.9% |
| Participant deferral / active EE | $3,945 | $5,392-26.8% | $4,738-16.7% | $6,710-41.2% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |