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 | $43,754 | $111,754-60.8% | $103,333-57.7% | $145,922-70.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.42% | 24.77%-15.3pp | 24.88%-15.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,429 | $4,212-42.3% | $3,868-37.2% | $4,660-47.9% |
| Participant deferral / active EE | $5,811 | $5,619+3.4% | $5,057+14.9% | $6,688-13.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |