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 | $52,410 | $176,812-70.4% | $146,665-64.3% | $167,490-68.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.19% | 24.03%-5.8pp | 22.74%-4.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $5,653 | $5,160+9.6% | $4,136+36.7% | $4,837+16.9% |
| Participant deferral / active EE | $8,557 | $6,440+32.9% | $5,506+55.4% | $6,341+34.9% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |