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 | $31,978 | $107,334-70.2% | $92,893-65.6% | $152,861-79.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 29.65% | 145.58%-115.9pp | 109.41%-79.8pp | 345.32%-315.7pp |
| Employer contribution / active EE | $3,065 | $4,221-27.4% | $3,653-16.1% | $4,762-35.6% |
| Participant deferral / active EE | $5,599 | $4,845+15.6% | $4,236+32.2% | $5,850-4.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |