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 | $21,005 | $107,934-80.5% | $91,989-77.2% | $152,861-86.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 70.93% | 89.24%-18.3pp | 69.02%+1.9pp | 345.32%-274.4pp |
| Employer contribution / active EE | $3,421 | $4,210-18.7% | $3,452-0.9% | $4,762-28.2% |
| Participant deferral / active EE | $9,109 | $6,364+43.1% | $5,923+53.8% | $5,850+55.7% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |