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 | $19,970 | $118,849-83.2% | $96,562-79.3% | $167,490-88.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.52% | 50.49%-35.0pp | 37.78%-22.3pp | 478.56%-463.0pp |
| Employer contribution / active EE | $6,639 | $3,120+112.8% | $2,356+181.7% | $4,837+37.2% |
| Participant deferral / active EE | $5,470 | $4,616+18.5% | $3,849+42.1% | $6,341-13.7% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |