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 | $26,714 | $232,540-88.5% | $185,117-85.6% | $147,584-81.9% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 13.81% | 43.03%-29.2pp | 40.50%-26.7pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,308 | $5,195-74.8% | $4,182-68.7% | $4,876-73.2% |
| Participant deferral / active EE | $1,540 | $5,834-73.6% | $5,045-69.5% | $5,439-71.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |