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 6-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 | $20,401 | $159,602-87.2% | $150,045-86.4% | $142,382-85.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.87% | 70.24%-44.4pp | 62.55%-36.7pp | 217.08%-191.2pp |
| Employer contribution / active EE | $4,425 | $4,961-10.8% | $4,693-5.7% | $4,299+2.9% |
| Participant deferral / active EE | $3,264 | $8,310-60.7% | $7,997-59.2% | $6,507-49.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |