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 | $19,492 | $115,882-83.2% | $100,516-80.6% | $158,922-87.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 27.63% | 34.79%-7.2pp | 30.89%-3.3pp | 302.83%-275.2pp |
| Employer contribution / active EE | $2,058 | $4,103-49.8% | $3,418-39.8% | $4,761-56.8% |
| Participant deferral / active EE | $4,962 | $6,674-25.7% | $6,270-20.9% | $5,982-17.1% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |