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 7-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 | $31,153 | $110,502-71.8% | $80,716-61.4% | $167,490-81.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 8.24% | 120.54%-112.3pp | 87.28%-79.0pp | 478.56%-470.3pp |
| Employer contribution / active EE | $2,346 | $1,543+52.1% | $1,160+102.2% | $4,837-51.5% |
| Participant deferral / active EE | $3,929 | $2,871+36.9% | $2,146+83.1% | $6,341-38.0% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |