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 | $27,410 | $104,907-73.9% | $84,611-67.6% | $152,861-82.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 17.01% | 373.79%-356.8pp | 258.74%-241.7pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,035 | $3,302-38.4% | $2,652-23.3% | $4,762-57.3% |
| Participant deferral / active EE | $5,725 | $4,688+22.1% | $3,899+46.9% | $5,850-2.1% |
| Admin fee / account holder | $205 | $6,241-96.7% | $4,912-95.8% | $11,596-98.2% |