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 9-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 | $72,207 | $176,812-59.2% | $146,665-50.8% | $167,490-56.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.58% | 24.03%-10.5pp | 22.74%-9.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,547 | $5,160-70.0% | $4,136-62.6% | $4,837-68.0% |
| Participant deferral / active EE | $11,189 | $6,440+73.8% | $5,506+103.2% | $6,341+76.4% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |