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 | $39,281 | $156,846-75.0% | $121,098-67.6% | $139,434-71.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.89% | 1474.56%-1463.7pp | 985.75%-974.9pp | 372.94%-362.0pp |
| Employer contribution / active EE | $629 | $5,536-88.6% | $4,164-84.9% | $4,751-86.8% |
| Participant deferral / active EE | $1,970 | $4,844-59.3% | $4,080-51.7% | $6,710-70.6% |
| Admin fee / account holder | $146 | $6,946-97.9% | $5,644-97.4% | $11,403-98.7% |