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 8-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 | $28,018 | $165,912-83.1% | $122,332-77.1% | $147,584-81.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.14% | 34.55%-22.4pp | 30.27%-18.1pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,944 | $5,754-66.2% | $4,050-52.0% | $4,876-60.1% |
| Participant deferral / active EE | $3,157 | $4,005-21.2% | $3,287-3.9% | $5,439-42.0% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |