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 | $55,542 | $232,540-76.1% | $185,117-70.0% | $147,584-62.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 35.04% | 43.03%-8.0pp | 40.50%-5.5pp | 578.55%-543.5pp |
| Employer contribution / active EE | $6,958 | $5,195+33.9% | $4,182+66.4% | $4,876+42.7% |
| Participant deferral / active EE | $7,518 | $5,834+28.9% | $5,045+49.0% | $5,439+38.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |