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 | $18,132 | $109,817-83.5% | $98,442-81.6% | $167,490-89.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.82% | 1956.69%-1935.9pp | 1492.73%-1471.9pp | 478.56%-457.7pp |
| Employer contribution / active EE | $660 | $3,224-79.5% | $2,960-77.7% | $4,837-86.4% |
| Participant deferral / active EE | $2,475 | $4,673-47.0% | $4,276-42.1% | $6,341-61.0% |
| Admin fee / account holder | $78 | $6,753-98.8% | $5,949-98.7% | $12,309-99.4% |