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 8-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 | $54,081 | $142,405-62.0% | $115,157-53.0% | $152,861-64.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 33.92% | 41.48%-7.6pp | 35.60%-1.7pp | 345.32%-311.4pp |
| Employer contribution / active EE | $5,619 | $4,010+40.1% | $3,179+76.8% | $4,762+18.0% |
| Participant deferral / active EE | $8,476 | $5,164+64.1% | $4,168+103.3% | $5,850+44.9% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |