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 6-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 | $84,654 | $124,281-31.9% | $109,143-22.4% | $167,490-49.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.69% | 26.04%-11.3pp | 25.75%-11.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $4,876 | $4,207+15.9% | $3,722+31.0% | $4,837+0.8% |
| Participant deferral / active EE | $15,201 | $5,255+189.3% | $4,653+226.7% | $6,341+139.7% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |