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 | $35,819 | $90,600-60.5% | $79,464-54.9% | $135,375-73.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 2.37% | 977.43%-975.1pp | 718.14%-715.8pp | 519.73%-517.4pp |
| Employer contribution / active EE | $514 | $3,068-83.2% | $2,800-81.6% | $4,779-89.2% |
| Participant deferral / active EE | $642 | $4,050-84.1% | $3,704-82.7% | $5,609-88.6% |
| Admin fee / account holder | $3 | $5,907-100.0% | $5,113-99.9% | $10,827-100.0% |