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 | $80,276 | $148,534-46.0% | $135,903-40.9% | $139,434-42.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.19% | 79.19%-57.0pp | 68.23%-46.0pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,370 | $5,243-54.8% | $4,856-51.2% | $4,751-50.1% |
| Participant deferral / active EE | $13,133 | $8,100+62.1% | $7,758+69.3% | $6,710+95.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |