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 | $37,906 | $228,332-83.4% | $185,823-79.6% | $158,922-76.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.37% | 40.80%-20.4pp | 35.95%-15.6pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,241 | $4,967-54.9% | $4,087-45.2% | $4,761-52.9% |
| Participant deferral / active EE | $15,167 | $6,415+136.4% | $5,632+169.3% | $5,982+153.5% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |