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 | $52,627 | $84,696-37.9% | $75,696-30.5% | $167,490-68.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.22% | 199.36%-188.1pp | 104.53%-93.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $15,176 | $3,230+369.9% | $2,743+453.3% | $4,837+213.7% |
| Participant deferral / active EE | $6,978 | $4,580+52.4% | $3,821+82.6% | $6,341+10.0% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |