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 | $44,274 | $118,849-62.7% | $96,562-54.1% | $167,490-73.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.43% | 50.49%-38.1pp | 37.78%-25.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,566 | $3,120-17.7% | $2,356+8.9% | $4,837-46.9% |
| Participant deferral / active EE | $6,546 | $4,616+41.8% | $3,849+70.1% | $6,341+3.2% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |