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 | $25,090 | $105,931-76.3% | $81,930-69.4% | $158,922-84.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 29.37% | 38.17%-8.8pp | 29.49%-0.1pp | 302.83%-273.5pp |
| Employer contribution / active EE | $5,799 | $7,800-25.7% | $4,310+34.5% | $4,761+21.8% |
| Participant deferral / active EE | $9,961 | $13,003-23.4% | $7,107+40.2% | $5,982+66.5% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |