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 | $53,227 | $228,332-76.7% | $185,823-71.4% | $158,922-66.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.07% | 40.80%-28.7pp | 35.95%-23.9pp | 302.83%-290.8pp |
| Employer contribution / active EE | $4,421 | $4,967-11.0% | $4,087+8.2% | $4,761-7.1% |
| Participant deferral / active EE | $18,580 | $6,415+189.7% | $5,632+229.9% | $5,982+210.6% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |