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 | $57,484 | $106,515-46.0% | $96,683-40.5% | $139,434-58.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.49% | 38.43%-23.9pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $22,058 | $4,103+437.6% | $3,737+490.3% | $4,751+364.3% |
| Participant deferral / active EE | $5,355 | $5,454-1.8% | $4,878+9.8% | $6,710-20.2% |
| Admin fee / account holder | $5 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |