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 | $49,140 | $165,984-70.4% | $164,813-70.2% | $145,922-66.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.87% | 100.03%-81.2pp | 69.93%-51.1pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,500 | $5,273-52.6% | $4,341-42.4% | $4,660-46.3% |
| Participant deferral / active EE | $13,126 | $6,959+88.6% | $6,031+117.6% | $6,688+96.3% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |