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 | $46,079 | $81,632-43.6% | $70,449-34.6% | $158,922-71.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 27.22% | 208.40%-181.2pp | 109.03%-81.8pp | 302.83%-275.6pp |
| Employer contribution / active EE | $15,592 | $3,217+384.6% | $2,737+469.8% | $4,761+227.5% |
| Participant deferral / active EE | $6,214 | $4,554+36.5% | $3,709+67.6% | $5,982+3.9% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |