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 6-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 | $60,533 | $111,754-45.8% | $103,333-41.4% | $145,922-58.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 26.67% | 24.77%+1.9pp | 24.88%+1.8pp | 561.29%-534.6pp |
| Employer contribution / active EE | $1,785 | $4,212-57.6% | $3,868-53.9% | $4,660-61.7% |
| Participant deferral / active EE | $2,231 | $5,619-60.3% | $5,057-55.9% | $6,688-66.6% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |