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 | $19,695 | $65,685-70.0% | $57,179-65.6% | $273,961-92.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.12% | 21.99%-13.9pp | 14.59%-6.5pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,619 | $3,279-50.6% | $2,682-39.7% | $4,869-66.8% |
| Participant deferral / active EE | $3,988 | $3,782+5.4% | $3,096+28.8% | $5,287-24.6% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |