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 | $61,115 | $104,974-41.8% | $95,585-36.1% | $142,382-57.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.53% | 210.33%-194.8pp | 38.56%-23.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,420 | $2,779+59.1% | $2,527+74.9% | $4,299+2.8% |
| Participant deferral / active EE | $10,510 | $4,352+141.5% | $4,023+161.3% | $6,507+61.5% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |