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 9-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 | $74,653 | $114,381-34.7% | $107,525-30.6% | $142,382-47.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.81% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,537 | $4,015-36.8% | $3,754-32.4% | $4,299-41.0% |
| Participant deferral / active EE | $3,732 | $5,564-32.9% | $5,116-27.1% | $6,507-42.7% |
| Admin fee / account holder | $168 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |