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 | $21,748 | $100,852-78.4% | $90,404-75.9% | $158,922-86.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 30.22% | 1724.20%-1694.0pp | 1293.02%-1262.8pp | 302.83%-272.6pp |
| Employer contribution / active EE | $3,807 | $3,689+3.2% | $3,262+16.7% | $4,761-20.0% |
| Participant deferral / active EE | $5,204 | $4,348+19.7% | $3,963+31.3% | $5,982-13.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |