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 | $57,258 | $73,933-22.6% | $96,683-40.8% | $75,163-23.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 30.82% | 26.70%+4.1pp | 35.69%-4.9pp | 160.62%-129.8pp |
| Employer contribution / active EE | $10,219 | $2,928+249.0% | $3,737+173.5% | $2,670+282.7% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $229 | $5,216-95.6% | $6,730-96.6% | $5,651-95.9% |