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 | $33,503 | $107,334-68.8% | $92,893-63.9% | $152,861-78.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.13% | 145.58%-119.4pp | 109.41%-83.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,340 | $4,221-44.6% | $3,653-35.9% | $4,762-50.9% |
| Participant deferral / active EE | $4,095 | $4,845-15.5% | $4,236-3.3% | $5,850-30.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |