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 | $22,784 | $127,264-82.1% | $109,895-79.3% | $167,490-86.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.29% | 22.97%-4.7pp | 29.45%-11.2pp | 478.56%-460.3pp |
| Employer contribution / active EE | $3,408 | $3,322+2.6% | $2,842+19.9% | $4,837-29.6% |
| Participant deferral / active EE | $4,260 | $4,514-5.6% | $4,048+5.2% | $6,341-32.8% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |