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 | $20,612 | $148,534-86.1% | $135,903-84.8% | $139,434-85.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.20% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,661 | $5,243-68.3% | $4,856-65.8% | $4,751-65.0% |
| Participant deferral / active EE | $3,403 | $8,100-58.0% | $7,758-56.1% | $6,710-49.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |