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 | $34,414 | $99,020-65.2% | $86,590-60.3% | $147,584-76.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.11% | 1312.34%-1296.2pp | 964.84%-948.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,551 | $3,132-50.5% | $2,839-45.4% | $4,876-68.2% |
| Participant deferral / active EE | $1,551 | $3,972-61.0% | $3,609-57.0% | $5,439-71.5% |
| Admin fee / account holder | $69 | $5,710-98.8% | $4,906-98.6% | $10,885-99.4% |