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 | $84,490 | $153,311-44.9% | $109,313-22.7% | $273,961-69.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.83% | 29.86%-26.0pp | 22.07%-18.2pp | 41.45%-37.6pp |
| Employer contribution / active EE | $9,450 | $5,619+68.2% | $3,892+142.8% | $4,869+94.1% |
| Participant deferral / active EE | $18,000 | $3,932+357.8% | $3,166+468.5% | $5,287+240.5% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |