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 9-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 | $51,915 | $101,069-48.6% | $81,478-36.3% | $147,584-64.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.99% | 32.40%-18.4pp | 38.78%-24.8pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,314 | $3,205-27.8% | $2,568-9.9% | $4,876-52.6% |
| Participant deferral / active EE | $8,571 | $4,242+102.1% | $3,537+142.4% | $5,439+57.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |