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 | $38,332 | $140,940-72.8% | $112,229-65.8% | $139,434-72.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.52% | 32.71%-21.2pp | 30.20%-18.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $7,902 | $4,283+84.5% | $3,430+130.4% | $4,751+66.3% |
| Participant deferral / active EE | $2,727 | $5,874-53.6% | $4,798-43.2% | $6,710-59.4% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |