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 7-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 | $21,208 | $118,919-82.2% | $88,538-76.0% | $152,861-86.1% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 25.80% | 47.92%-22.1pp | 43.64%-17.8pp | 345.32%-319.5pp |
| Employer contribution / active EE | $12,597 | $2,669+372.0% | $2,098+500.3% | $4,762+164.5% |
| Participant deferral / active EE | $4,400 | $3,549+24.0% | $2,914+51.0% | $5,850-24.8% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,596-100.0% |