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 8-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 | $27,265 | $89,355-69.5% | $141,162-80.7% | $72,985-62.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.17% | 111.85%-83.7pp | 71.39%-43.2pp | 81.00%-52.8pp |
| Employer contribution / active EE | $2,375 | $3,114-23.7% | $4,735-49.8% | $2,440-2.6% |
| Participant deferral / active EE | $5,525 | $5,418+2.0% | $6,709-17.7% | $3,607+53.1% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |