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 | $58,575 | $92,703-36.8% | $82,719-29.2% | $134,475-56.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 4.58% | 944.92%-940.3pp | 701.18%-696.6pp | 417.96%-413.4pp |
| Employer contribution / active EE | $15,128 | $3,274+362.1% | $3,009+402.8% | $4,740+219.2% |
| Participant deferral / active EE | $2,276 | $4,802-52.6% | $4,395-48.2% | $6,400-64.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |