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 10-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 | $34,933 | $99,341-64.8% | $84,750-58.8% | $273,961-87.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 205.79% | 22.93%+182.9pp | 22.78%+183.0pp | 41.45%+164.3pp |
| Employer contribution / active EE | $1,986 | $4,214-52.9% | $3,574-44.4% | $4,869-59.2% |
| Participant deferral / active EE | $7,000 | $4,269+64.0% | $3,712+88.6% | $5,287+32.4% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |