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 8-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 | $22,944 | $110,257-79.2% | $96,544-76.2% | $139,434-83.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 23.62% | 26.32%-2.7pp | 25.84%-2.2pp | 372.94%-349.3pp |
| Employer contribution / active EE | $2,929 | $3,620-19.1% | $2,965-1.2% | $4,751-38.4% |
| Participant deferral / active EE | $4,091 | $5,548-26.3% | $4,851-15.7% | $6,710-39.0% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |