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 | $36,547 | $87,540-58.3% | $75,781-51.8% | $125,391-70.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 8.81% | 13.48%-4.7pp | 9.68%-0.9pp | 282.22%-273.4pp |
| Employer contribution / active EE | $2,144 | $3,930-45.4% | $3,323-35.5% | $4,866-55.9% |
| Participant deferral / active EE | $2,501 | $4,229-40.9% | $3,651-31.5% | $5,352-53.3% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |