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 6-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 | $33,192 | $202,432-83.6% | $169,368-80.4% | $139,434-76.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.59% | 531.74%-513.1pp | 405.60%-387.0pp | 372.94%-354.3pp |
| Employer contribution / active EE | $630 | $4,692-86.6% | $4,013-84.3% | $4,751-86.7% |
| Participant deferral / active EE | $4,878 | $6,938-29.7% | $6,221-21.6% | $6,710-27.3% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |