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 | $38,455 | $117,983-67.4% | $101,794-62.2% | $142,382-73.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.94% | 36.92%-19.0pp | 30.53%-12.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,737 | $2,773-37.3% | $2,289-24.1% | $4,299-59.6% |
| Participant deferral / active EE | $1,737 | $4,714-63.1% | $4,084-57.5% | $6,507-73.3% |
| Admin fee / account holder | $108 | $10,433-99.0% | $8,777-98.8% | $12,624-99.1% |