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 | $47,797 | $884,045-94.6% | $453,369-89.5% | $167,490-71.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 15.83% | 29.49%-13.7pp | 64.40%-48.6pp | 478.56%-462.7pp |
| Employer contribution / active EE | $3,160 | $5,538-42.9% | $4,070-22.4% | $4,837-34.7% |
| Participant deferral / active EE | $11,267 | $7,898+42.6% | $6,209+81.5% | $6,341+77.7% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,209-100.0% | $12,309-100.0% |