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 | $12,413 | $100,852-87.7% | $90,404-86.3% | $158,922-92.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.68% | 1724.20%-1704.5pp | 1293.02%-1273.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $700 | $3,689-81.0% | $3,262-78.5% | $4,761-85.3% |
| Participant deferral / active EE | $2,625 | $4,348-39.6% | $3,963-33.8% | $5,982-56.1% |
| Admin fee / account holder | $49 | $6,501-99.2% | $5,611-99.1% | $11,246-99.6% |