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 | $34,120 | $228,332-85.1% | $185,823-81.6% | $158,922-78.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.63% | 40.80%-22.2pp | 35.95%-17.3pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,298 | $4,967-73.9% | $4,087-68.3% | $4,761-72.7% |
| Participant deferral / active EE | $8,171 | $6,415+27.4% | $5,632+45.1% | $5,982+36.6% |
| Admin fee / account holder | $4 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |