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 | $9,012 | $108,172-91.7% | $77,482-88.4% | $158,922-94.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 39.91% | 31.67%+8.2pp | 54.79%-14.9pp | 302.83%-262.9pp |
| Employer contribution / active EE | $1,461 | $1,325+10.3% | $986+48.1% | $4,761-69.3% |
| Participant deferral / active EE | $3,353 | $2,456+36.5% | $1,861+80.2% | $5,982-43.9% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |