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 | $44,573 | $157,256-71.7% | $141,162-68.4% | $152,861-70.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.53% | 64.32%-37.8pp | 71.39%-44.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,871 | $5,261-64.4% | $4,735-60.5% | $4,762-60.7% |
| Participant deferral / active EE | $10,735 | $7,109+51.0% | $6,709+60.0% | $5,850+83.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |