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 | $28,908 | $72,071-59.9% | $68,368-57.7% | $137,256-78.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 64.44% | 353.14%-288.7pp | 292.57%-228.1pp | 220.34%-155.9pp |
| Employer contribution / active EE | $3,194 | $2,788+14.6% | $2,649+20.6% | $4,156-23.1% |
| Participant deferral / active EE | $5,203 | $4,410+18.0% | $4,123+26.2% | $6,407-18.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |