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 | $21,369 | $109,817-80.5% | $98,442-78.3% | $167,490-87.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.59% | 1956.69%-1937.1pp | 1492.73%-1473.1pp | 478.56%-459.0pp |
| Employer contribution / active EE | $2,731 | $3,224-15.3% | $2,960-7.7% | $4,837-43.5% |
| Participant deferral / active EE | $2,934 | $4,673-37.2% | $4,276-31.4% | $6,341-53.7% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |