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 | $73,807 | $127,264-42.0% | $109,895-32.8% | $167,490-55.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.60% | 22.97%-8.4pp | 29.45%-14.9pp | 478.56%-464.0pp |
| Employer contribution / active EE | $11,831 | $3,322+256.1% | $2,842+316.2% | $4,837+144.6% |
| Participant deferral / active EE | $10,400 | $4,514+130.4% | $4,048+156.9% | $6,341+64.0% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |