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 | $10,389 | $102,966-89.9% | $90,281-88.5% | $152,861-93.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 39.04% | 95.16%-56.1pp | 78.10%-39.1pp | 345.32%-306.3pp |
| Employer contribution / active EE | $2,676 | $3,139-14.7% | $2,854-6.3% | $4,762-43.8% |
| Participant deferral / active EE | $2,745 | $4,281-35.9% | $3,885-29.4% | $5,850-53.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |