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 6-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 | $91,403 | $83,337+9.7% | $67,834+34.7% | $273,961-66.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.22% | 259.45%-250.2pp | 138.47%-129.2pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,200 | $3,287-33.1% | $2,403-8.5% | $4,869-54.8% |
| Participant deferral / active EE | $1,100 | $4,088-73.1% | $3,160-65.2% | $5,287-79.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |