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 | $31,095 | $121,625-74.4% | $104,607-70.3% | $158,922-80.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 26.51% | 465.26%-438.8pp | 340.46%-314.0pp | 302.83%-276.3pp |
| Employer contribution / active EE | $1,520 | $3,163-51.9% | $2,681-43.3% | $4,761-68.1% |
| Participant deferral / active EE | $7,318 | $4,177+75.2% | $3,740+95.7% | $5,982+22.3% |
| Admin fee / account holder | $234 | $7,787-97.0% | $6,473-96.4% | $11,246-97.9% |