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 | $35,200 | $107,334-67.2% | $92,893-62.1% | $152,861-77.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.45% | 145.58%-118.1pp | 109.41%-82.0pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,319 | $4,221-68.8% | $3,653-63.9% | $4,762-72.3% |
| Participant deferral / active EE | $9,767 | $4,845+101.6% | $4,236+130.6% | $5,850+66.9% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |