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 7-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 | $10,155 | $74,888-86.4% | $71,209-85.7% | $142,382-92.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 29.52% | 345.14%-315.6pp | 282.51%-253.0pp | 217.08%-187.6pp |
| Employer contribution / active EE | $2,219 | $2,854-22.3% | $2,721-18.4% | $4,299-48.4% |
| Participant deferral / active EE | $2,219 | $4,454-50.2% | $4,175-46.9% | $6,507-65.9% |
| Admin fee / account holder | $37 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |