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 | $31,959 | $106,515-70.0% | $96,683-66.9% | $139,434-77.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.86% | 38.43%-25.6pp | 35.69%-22.8pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,314 | $4,103-68.0% | $3,737-64.8% | $4,751-72.4% |
| Participant deferral / active EE | $3,652 | $5,454-33.0% | $4,878-25.1% | $6,710-45.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |