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 | $36,947 | $99,032-62.7% | $80,019-53.8% | $135,375-72.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 6.27% | 15.39%-9.1pp | 11.22%-4.9pp | 519.73%-513.5pp |
| Employer contribution / active EE | $8,928 | $3,043+193.4% | $2,468+261.8% | $4,779+86.8% |
| Participant deferral / active EE | $12,333 | $4,282+188.0% | $3,686+234.6% | $5,609+119.9% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |