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 | $19,011 | $114,381-83.4% | $107,525-82.3% | $142,382-86.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.11% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,000 | $4,015-0.4% | $3,754+6.6% | $4,299-7.0% |
| Participant deferral / active EE | $4,000 | $5,564-28.1% | $5,116-21.8% | $6,507-38.5% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |