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 8-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 | $27,751 | $112,881-75.4% | $90,951-69.5% | $158,922-82.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.46% | 215.79%-195.3pp | 134.60%-114.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $5,000 | $2,893+72.8% | $2,122+135.6% | $4,761+5.0% |
| Participant deferral / active EE | $3,264 | $4,128-20.9% | $3,373-3.2% | $5,982-45.4% |
| Admin fee / account holder | $52 | $8,041-99.4% | $5,959-99.1% | $11,246-99.5% |