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 | $69,449 | $103,376-32.8% | $87,100-20.3% | $152,861-54.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.19% | 28.10%-7.9pp | 28.19%-8.0pp | 345.32%-325.1pp |
| Employer contribution / active EE | $5,528 | $3,220+71.6% | $2,521+119.2% | $4,762+16.1% |
| Participant deferral / active EE | $6,683 | $4,778+39.9% | $4,049+65.1% | $5,850+14.2% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |