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 | $24,681 | $102,966-76.0% | $90,281-72.7% | $152,861-83.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.77% | 95.16%-71.4pp | 78.10%-54.3pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,909 | $3,139-7.3% | $2,854+1.9% | $4,762-38.9% |
| Participant deferral / active EE | $2,539 | $4,281-40.7% | $3,885-34.6% | $5,850-56.6% |
| Admin fee / account holder | $97 | $6,171-98.4% | $5,351-98.2% | $11,596-99.2% |