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 7-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 | $40,023 | $228,332-82.5% | $185,823-78.5% | $158,922-74.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.72% | 40.80%-24.1pp | 35.95%-19.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,333 | $4,967-53.0% | $4,087-42.9% | $4,761-51.0% |
| Participant deferral / active EE | $5,637 | $6,415-12.1% | $5,632+0.1% | $5,982-5.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |