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 | $12,729 | $104,907-87.9% | $84,611-85.0% | $152,861-91.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 35.15% | 373.79%-338.6pp | 258.74%-223.6pp | 345.32%-310.2pp |
| Employer contribution / active EE | $1,940 | $3,302-41.2% | $2,652-26.9% | $4,762-59.3% |
| Participant deferral / active EE | $4,717 | $4,688+0.6% | $3,899+21.0% | $5,850-19.4% |
| Admin fee / account holder | $84 | $6,241-98.7% | $4,912-98.3% | $11,596-99.3% |