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 | $55,349 | $197,591-72.0% | $177,821-68.9% | $158,922-65.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 52.03% | 58.76%-6.7pp | 48.32%+3.7pp | 302.83%-250.8pp |
| Employer contribution / active EE | $8,471 | $6,697+26.5% | $5,918+43.1% | $4,761+77.9% |
| Participant deferral / active EE | $17,741 | $8,405+111.1% | $7,714+130.0% | $5,982+196.6% |
| Admin fee / account holder | $3 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |