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 | $88,733 | $127,264-30.3% | $109,895-19.3% | $167,490-47.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 8.35% | 22.97%-14.6pp | 29.45%-21.1pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,048 | $3,322-68.5% | $2,842-63.1% | $4,837-78.3% |
| Participant deferral / active EE | $1,294 | $4,514-71.3% | $4,048-68.0% | $6,341-79.6% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |