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 | $28,922 | $108,172-73.3% | $77,482-62.7% | $158,922-81.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 16.42% | 31.67%-15.3pp | 54.79%-38.4pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,199 | $1,325-9.5% | $986+21.5% | $4,761-74.8% |
| Participant deferral / active EE | $1,700 | $2,456-30.8% | $1,861-8.7% | $5,982-71.6% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |