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 | $13,176 | $102,966-87.2% | $90,281-85.4% | $152,861-91.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 24.70% | 95.16%-70.5pp | 78.10%-53.4pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,437 | $3,139-54.2% | $2,854-49.7% | $4,762-69.8% |
| Participant deferral / active EE | $3,462 | $4,281-19.1% | $3,885-10.9% | $5,850-40.8% |
| Admin fee / account holder | $68 | $6,171-98.9% | $5,351-98.7% | $11,596-99.4% |