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 | $23,715 | $109,327-78.3% | $89,391-73.5% | $158,922-85.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 24.86% | 345.68%-320.8pp | 245.62%-220.8pp | 302.83%-278.0pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,672 | $4,598-20.2% | $3,890-5.6% | $5,982-38.6% |
| Admin fee / account holder | $68 | $6,153-98.9% | $4,881-98.6% | $11,246-99.4% |