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 4-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 | $46,859 | $109,982-57.4% | $97,226-51.8% | $145,922-67.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.07% | 242.90%-226.8pp | 75.13%-59.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,491 | $3,084-51.7% | $2,729-45.4% | $4,660-68.0% |
| Participant deferral / active EE | $1,492 | $4,676-68.1% | $4,264-65.0% | $6,688-77.7% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |