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 | $56,703 | $124,319-54.4% | $111,297-49.1% | $167,490-66.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 26.23% | 37.44%-11.2pp | 54.65%-28.4pp | 478.56%-452.3pp |
| Employer contribution / active EE | $15,187 | $3,435+342.1% | $2,731+456.1% | $4,837+213.9% |
| Participant deferral / active EE | $9,128 | $5,180+76.2% | $4,487+103.4% | $6,341+43.9% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |