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 8-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 | $33,734 | $112,881-70.1% | $90,951-62.9% | $158,922-78.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.86% | 215.79%-191.9pp | 134.60%-110.7pp | 302.83%-279.0pp |
| Employer contribution / active EE | $2,680 | $2,893-7.4% | $2,122+26.3% | $4,761-43.7% |
| Participant deferral / active EE | $7,154 | $4,128+73.3% | $3,373+112.1% | $5,982+19.6% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |