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 | $74,556 | $117,381-36.5% | $99,443-25.0% | $152,861-51.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 50.65% | 31.87%+18.8pp | 30.72%+19.9pp | 345.32%-294.7pp |
| Employer contribution / active EE | $595 | $3,013-80.3% | $2,540-76.6% | $4,762-87.5% |
| Participant deferral / active EE | $2,226 | $4,086-45.5% | $3,619-38.5% | $5,850-61.9% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |