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 | $44,355 | $157,256-71.8% | $141,162-68.6% | $152,861-71.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.63% | 64.32%-48.7pp | 71.39%-55.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,946 | $5,261-63.0% | $4,735-58.9% | $4,762-59.1% |
| Participant deferral / active EE | $11,193 | $7,109+57.4% | $6,709+66.8% | $5,850+91.3% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |