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 | $33,998 | $99,877-66.0% | $84,966-60.0% | $145,922-76.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.25% | 83.76%-65.5pp | 66.38%-48.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,129 | $3,231-65.1% | $2,727-58.6% | $4,660-75.8% |
| Participant deferral / active EE | $4,480 | $5,291-15.3% | $4,519-0.9% | $6,688-33.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |