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 | $21,113 | $106,890-80.2% | $84,015-74.9% | $152,861-86.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.79% | 104.99%-84.2pp | 71.31%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $929 | $2,734-66.0% | $1,983-53.2% | $4,762-80.5% |
| Participant deferral / active EE | $5,760 | $4,011+43.6% | $3,239+77.8% | $5,850-1.5% |
| Admin fee / account holder | $154 | $8,285-98.1% | $6,101-97.5% | $11,596-98.7% |