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 | $34,095 | $105,931-67.8% | $81,930-58.4% | $158,922-78.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 16.53% | 38.17%-21.6pp | 29.49%-13.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,868 | $7,800-63.2% | $4,310-33.5% | $4,761-39.8% |
| Participant deferral / active EE | $3,415 | $13,003-73.7% | $7,107-51.9% | $5,982-42.9% |
| Admin fee / account holder | $14 | $8,489-99.8% | $5,158-99.7% | $11,246-99.9% |