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 10-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 | $33,379 | $87,540-61.9% | $75,781-56.0% | $125,391-73.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 85.54% | 13.48%+72.1pp | 9.68%+75.9pp | 282.22%-196.7pp |
| Employer contribution / active EE | $2,461 | $3,930-37.4% | $3,323-25.9% | $4,866-49.4% |
| Participant deferral / active EE | $11,500 | $4,229+171.9% | $3,651+214.9% | $5,352+114.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |