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 9-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 | $25,401 | $108,172-76.5% | $77,482-67.2% | $158,922-84.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 25.63% | 31.67%-6.0pp | 54.79%-29.2pp | 302.83%-277.2pp |
| Employer contribution / active EE | $1,256 | $1,325-5.2% | $986+27.3% | $4,761-73.6% |
| Participant deferral / active EE | $4,319 | $2,456+75.8% | $1,861+132.1% | $5,982-27.8% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |