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 | $27,398 | $110,261-75.2% | $95,745-71.4% | $139,434-80.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.37% | 27.11%-7.7pp | 28.35%-9.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,965 | $3,257-39.7% | $2,835-30.7% | $4,751-58.6% |
| Participant deferral / active EE | $4,000 | $4,676-14.5% | $4,245-5.8% | $6,710-40.4% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |