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 6-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 | $67,690 | $109,982-38.5% | $97,226-30.4% | $145,922-53.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.30% | 242.90%-230.6pp | 75.13%-62.8pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,980 | $3,084-3.4% | $2,729+9.2% | $4,660-36.0% |
| Participant deferral / active EE | $16,624 | $4,676+255.5% | $4,264+289.9% | $6,688+148.6% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |