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 6-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 | $47,179 | $124,319-62.1% | $111,297-57.6% | $167,490-71.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 21.40% | 37.44%-16.0pp | 54.65%-33.3pp | 478.56%-457.2pp |
| Employer contribution / active EE | $5,166 | $3,435+50.4% | $2,731+89.2% | $4,837+6.8% |
| Participant deferral / active EE | $10,382 | $5,180+100.4% | $4,487+131.4% | $6,341+63.7% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |