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 | $50,702 | $108,172-53.1% | $77,482-34.6% | $158,922-68.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 8.97% | 31.67%-22.7pp | 54.79%-45.8pp | 302.83%-293.9pp |
| Employer contribution / active EE | $2,685 | $1,325+102.7% | $986+172.2% | $4,761-43.6% |
| Participant deferral / active EE | $9,750 | $2,456+297.0% | $1,861+423.9% | $5,982+63.0% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |