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 | $42,945 | $96,305-55.4% | $80,569-46.7% | $139,434-69.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.51% | 1350.08%-1331.6pp | 935.43%-916.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,208 | $3,262-1.7% | $2,723+17.8% | $4,751-32.5% |
| Participant deferral / active EE | $5,012 | $5,232-4.2% | $4,447+12.7% | $6,710-25.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |