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 | $19,565 | $107,334-81.8% | $92,893-78.9% | $152,861-87.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.38% | 145.58%-129.2pp | 109.41%-93.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $2,163 | $4,221-48.7% | $3,653-40.8% | $4,762-54.6% |
| Participant deferral / active EE | $7,161 | $4,845+47.8% | $4,236+69.0% | $5,850+22.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |