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 | $47,580 | $118,849-60.0% | $96,562-50.7% | $167,490-71.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.17% | 50.49%-34.3pp | 37.78%-21.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $2,273 | $3,120-27.2% | $2,356-3.6% | $4,837-53.0% |
| Participant deferral / active EE | $2,810 | $4,616-39.1% | $3,849-27.0% | $6,341-55.7% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |