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 5-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 | $29,140 | $93,571-68.9% | $135,903-78.6% | $75,163-61.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 259.34% | 30.90%+228.4pp | 68.23%+191.1pp | 160.62%+98.7pp |
| Employer contribution / active EE | $2,404 | $3,537-32.0% | $4,856-50.5% | $2,670-10.0% |
| Participant deferral / active EE | $4,145 | $6,404-35.3% | $7,758-46.6% | $4,125+0.5% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |