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 | $46,709 | $197,591-76.4% | $177,821-73.7% | $158,922-70.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.27% | 58.76%-48.5pp | 48.32%-38.1pp | 302.83%-292.6pp |
| Employer contribution / active EE | $10,800 | $6,697+61.3% | $5,918+82.5% | $4,761+126.8% |
| Participant deferral / active EE | $13,000 | $8,405+54.7% | $7,714+68.5% | $5,982+117.3% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |