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 | $26,500 | $85,790-69.1% | $67,313-60.6% | $135,375-80.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 44.60% | -0.54%+45.1pp | -4.08%+48.7pp | 519.73%-475.1pp |
| Employer contribution / active EE | $1,150 | $3,487-67.0% | $2,566-55.2% | $4,779-75.9% |
| Participant deferral / active EE | $7,275 | $4,651+56.4% | $3,568+103.9% | $5,609+29.7% |
| Admin fee / account holder | $177 | $6,392-97.2% | $4,507-96.1% | $10,827-98.4% |