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 | $47,142 | $95,971-50.9% | $74,550-36.8% | $135,375-65.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.39% | 56.96%-56.6pp | 32.53%-32.1pp | 519.73%-519.3pp |
| Employer contribution / active EE | $14,728 | $2,716+442.2% | $1,961+651.1% | $4,779+208.2% |
| Participant deferral / active EE | $8,311 | $3,843+116.2% | $3,108+167.4% | $5,609+48.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |