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 | $103,940 | $232,540-55.3% | $185,117-43.9% | $147,584-29.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.62% | 43.03%-25.4pp | 40.50%-22.9pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,790 | $5,195-46.3% | $4,182-33.3% | $4,876-42.8% |
| Participant deferral / active EE | $9,300 | $5,834+59.4% | $5,045+84.3% | $5,439+71.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |