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 | $50,263 | $69,207-27.4% | $64,056-21.5% | $139,434-64.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.29% | 45.88%-25.6pp | 33.69%-13.4pp | 372.94%-352.6pp |
| Employer contribution / active EE | $3,232 | $3,182+1.6% | $2,747+17.7% | $4,751-32.0% |
| Participant deferral / active EE | $2,971 | $4,682-36.5% | $3,880-23.4% | $6,710-55.7% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |