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 | $71,799 | $165,912-56.7% | $122,332-41.3% | $147,584-51.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.74% | 34.55%-24.8pp | 30.27%-20.5pp | 578.55%-568.8pp |
| Employer contribution / active EE | $6,581 | $5,754+14.4% | $4,050+62.5% | $4,876+35.0% |
| Participant deferral / active EE | $11,609 | $4,005+189.8% | $3,287+253.2% | $5,439+113.4% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |