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 | $26,287 | $180,749-85.5% | $160,784-83.7% | $137,256-80.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.14% | 2234.46%-2223.3pp | 1803.92%-1792.8pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,520 | $4,155-39.4% | $3,733-32.5% | $4,156-39.4% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $284 | $10,397-97.3% | $9,717-97.1% | $12,270-97.7% |