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 | $11,916 | $77,419-84.6% | $69,455-82.8% | $152,861-92.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 15.49% | 39.06%-23.6pp | 28.97%-13.5pp | 345.32%-329.8pp |
| Employer contribution / active EE | $2,749 | $3,315-17.1% | $2,779-1.1% | $4,762-42.3% |
| Participant deferral / active EE | $3,393 | $4,414-23.1% | $3,535-4.0% | $5,850-42.0% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |