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 6-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 | $26,792 | $124,319-78.4% | $111,297-75.9% | $167,490-84.0% |
| Participation rate | 77.8% | 79.6%-1.8pp | 77.3%+0.5pp | 82.1%-4.3pp |
| Annual return | 40.20% | 37.44%+2.8pp | 54.65%-14.5pp | 478.56%-438.4pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $11,169 | $5,180+115.6% | $4,487+148.9% | $6,341+76.1% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |