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 | $31,796 | $185,200-82.8% | $142,863-77.7% | $167,490-81.0% |
| Participation rate | 92.9% | 78.4%+14.4pp | 71.9%+20.9pp | 82.1%+10.8pp |
| Annual return | 26.54% | 8555.70%-8529.2pp | 5637.54%-5611.0pp | 478.56%-452.0pp |
| Employer contribution / active EE | $1,417 | $5,604-74.7% | $4,144-65.8% | $4,837-70.7% |
| Participant deferral / active EE | $3,257 | $4,494-27.5% | $3,837-15.1% | $6,341-48.6% |
| Admin fee / account holder | $117 | $8,031-98.5% | $6,560-98.2% | $12,309-99.1% |