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 | $28,779 | $152,587-81.1% | $125,175-77.0% | $152,861-81.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.97% | 54.84%-31.9pp | 43.79%-20.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $3,067 | $4,946-38.0% | $3,865-20.7% | $4,762-35.6% |
| Participant deferral / active EE | $3,715 | $5,868-36.7% | $4,937-24.8% | $5,850-36.5% |
| Admin fee / account holder | $141 | $13,434-98.9% | $9,702-98.5% | $11,596-98.8% |