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 5-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 | $10,728 | $95,561-88.8% | $77,163-86.1% | $139,434-92.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 29.80% | 54.92%-25.1pp | 37.87%-8.1pp | 372.94%-343.1pp |
| Employer contribution / active EE | $1,064 | $3,147-66.2% | $2,535-58.0% | $4,751-77.6% |
| Participant deferral / active EE | $4,494 | $4,624-2.8% | $3,833+17.2% | $6,710-33.0% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |