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 | $22,665 | $89,355-74.6% | $141,162-83.9% | $72,985-68.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 44.00% | 111.85%-67.9pp | 71.39%-27.4pp | 81.00%-37.0pp |
| Employer contribution / active EE | $3,117 | $3,114+0.1% | $4,735-34.2% | $2,440+27.7% |
| Participant deferral / active EE | $5,974 | $5,418+10.3% | $6,709-11.0% | $3,607+65.6% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |