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 | $39,088 | $133,922-70.8% | $116,228-66.4% | $142,382-72.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 25.85% | 147.76%-121.9pp | 90.06%-64.2pp | 217.08%-191.2pp |
| Employer contribution / active EE | $8,240 | $3,446+139.1% | $2,994+175.2% | $4,299+91.7% |
| Participant deferral / active EE | $6,076 | $5,672+7.1% | $4,953+22.7% | $6,507-6.6% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |