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 | $21,405 | $107,334-80.1% | $92,893-77.0% | $152,861-86.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 35.66% | 145.58%-109.9pp | 109.41%-73.8pp | 345.32%-309.7pp |
| Employer contribution / active EE | $7,211 | $4,221+70.8% | $3,653+97.4% | $4,762+51.4% |
| Participant deferral / active EE | $4,971 | $4,845+2.6% | $4,236+17.3% | $5,850-15.0% |
| Admin fee / account holder | $207 | $7,079-97.1% | $5,794-96.4% | $11,596-98.2% |