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 | $38,602 | $110,257-65.0% | $96,544-60.0% | $139,434-72.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.28% | 26.32%-10.0pp | 25.84%-9.6pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,711 | $3,620-25.1% | $2,965-8.6% | $4,751-42.9% |
| Participant deferral / active EE | $2,640 | $5,548-52.4% | $4,851-45.6% | $6,710-60.7% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |