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 8-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 | $21,263 | $103,376-79.4% | $87,100-75.6% | $152,861-86.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.99% | 28.10%-8.1pp | 28.19%-8.2pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,610 | $3,220-19.0% | $2,521+3.5% | $4,762-45.2% |
| Participant deferral / active EE | $6,900 | $4,778+44.4% | $4,049+70.4% | $5,850+17.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |