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 | $26,022 | $111,301-76.6% | $112,977-77.0% | $158,922-83.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 17.39% | 26.40%-9.0pp | 24.24%-6.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,691 | $4,471-62.2% | $4,255-60.3% | $4,761-64.5% |
| Participant deferral / active EE | $6,639 | $5,880+12.9% | $5,836+13.8% | $5,982+11.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |