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 | $30,532 | $111,754-72.7% | $103,333-70.5% | $145,922-79.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.54% | 24.77%-0.2pp | 24.88%-0.3pp | 561.29%-536.7pp |
| Employer contribution / active EE | $5,887 | $4,212+39.7% | $3,868+52.2% | $4,660+26.3% |
| Participant deferral / active EE | $2,398 | $5,619-57.3% | $5,057-52.6% | $6,688-64.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |