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 9-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 | $19,477 | $106,890-81.8% | $84,015-76.8% | $152,861-87.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.37% | 104.99%-81.6pp | 71.31%-47.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,646 | $2,734-39.8% | $1,983-17.0% | $4,762-65.4% |
| Participant deferral / active EE | $1,114 | $4,011-72.2% | $3,239-65.6% | $5,850-81.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |