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 | $50,522 | $165,912-69.5% | $122,332-58.7% | $147,584-65.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 34.55%-34.6pp | 30.27%-30.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $20,500 | $5,754+256.3% | $4,050+406.1% | $4,876+320.4% |
| Participant deferral / active EE | $13,815 | $4,005+244.9% | $3,287+320.3% | $5,439+154.0% |
| Admin fee / account holder | $3 | $7,424-100.0% | $5,478-99.9% | $10,885-100.0% |