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 | $33,565 | $92,703-63.8% | $82,719-59.4% | $134,475-75.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.65% | 944.92%-943.3pp | 701.18%-699.5pp | 417.96%-416.3pp |
| Employer contribution / active EE | $3,058 | $3,274-6.6% | $3,009+1.6% | $4,740-35.5% |
| Participant deferral / active EE | $7,446 | $4,802+55.1% | $4,395+69.4% | $6,400+16.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |