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 | $116,147 | $232,540-50.1% | $185,117-37.3% | $147,584-21.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.97% | 43.03%-31.1pp | 40.50%-28.5pp | 578.55%-566.6pp |
| Employer contribution / active EE | $2,778 | $5,195-46.5% | $4,182-33.6% | $4,876-43.0% |
| Participant deferral / active EE | $16,000 | $5,834+174.3% | $5,045+217.1% | $5,439+194.2% |
| Admin fee / account holder | -$236 | $10,275-102.3% | $8,159-102.9% | $10,885-102.2% |