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 | $28,256 | $112,881-75.0% | $90,951-68.9% | $158,922-82.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.90% | 215.79%-201.9pp | 134.60%-120.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,120 | $2,893-26.7% | $2,122-0.1% | $4,761-55.5% |
| Participant deferral / active EE | $6,500 | $4,128+57.5% | $3,373+92.7% | $5,982+8.7% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |