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 | $29,872 | $157,256-81.0% | $141,162-78.8% | $152,861-80.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.65% | 64.32%-36.7pp | 71.39%-43.7pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,368 | $5,261-74.0% | $4,735-71.1% | $4,762-71.3% |
| Participant deferral / active EE | $7,253 | $7,109+2.0% | $6,709+8.1% | $5,850+24.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |