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 | $17,321 | $73,867-76.6% | $143,757-88.0% | $68,494-74.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 69.29% | 1.01%+68.3pp | -0.04%+69.3pp | -7.84%+77.1pp |
| Employer contribution / active EE | $1,761 | $3,184-44.7% | $4,951-64.4% | $2,596-32.2% |
| Participant deferral / active EE | $1,312 | $3,384-61.2% | $5,637-76.7% | $4,027-67.4% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |