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 | $40,296 | $118,849-66.1% | $96,562-58.3% | $167,490-75.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 45.17% | 50.49%-5.3pp | 37.78%+7.4pp | 478.56%-433.4pp |
| Employer contribution / active EE | $23,125 | $3,120+641.3% | $2,356+881.3% | $4,837+378.0% |
| Participant deferral / active EE | $8,312 | $4,616+80.1% | $3,849+115.9% | $6,341+31.1% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |