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 9-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 | $18,285 | $84,696-78.4% | $75,696-75.8% | $167,490-89.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.96% | 199.36%-182.4pp | 104.53%-87.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $3,694 | $3,230+14.4% | $2,743+34.7% | $4,837-23.6% |
| Participant deferral / active EE | $4,108 | $4,580-10.3% | $3,821+7.5% | $6,341-35.2% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |