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 | $28,228 | $135,952-79.2% | $123,892-77.2% | $273,961-89.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 30.66% | 56.63%-26.0pp | 47.52%-16.9pp | 41.45%-10.8pp |
| Employer contribution / active EE | $2,336 | $5,170-54.8% | $4,617-49.4% | $4,869-52.0% |
| Participant deferral / active EE | $13,136 | $6,343+107.1% | $5,984+119.5% | $5,287+148.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |