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 | $41,250 | $117,381-64.9% | $99,443-58.5% | $152,861-73.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 20.65% | 31.87%-11.2pp | 30.72%-10.1pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,111 | $3,013-29.9% | $2,540-16.9% | $4,762-55.7% |
| Participant deferral / active EE | $2,712 | $4,086-33.6% | $3,619-25.1% | $5,850-53.6% |
| Admin fee / account holder | $290 | $7,631-96.2% | $6,250-95.4% | $11,596-97.5% |