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 | $36,449 | $110,257-66.9% | $96,544-62.2% | $139,434-73.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.28% | 26.32%-11.0pp | 25.84%-10.6pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,497 | $3,620-31.0% | $2,965-15.8% | $4,751-47.5% |
| Participant deferral / active EE | $5,007 | $5,548-9.8% | $4,851+3.2% | $6,710-25.4% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |