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 8-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 | $29,301 | $126,574-76.9% | $106,213-72.4% | $145,922-79.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.42% | 224.79%-212.4pp | 116.14%-103.7pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,639 | $3,730-29.3% | $3,171-16.8% | $4,660-43.4% |
| Participant deferral / active EE | $2,753 | $5,724-51.9% | $5,016-45.1% | $6,688-58.8% |
| Admin fee / account holder | $190 | $17,304-98.9% | $11,033-98.3% | $13,397-98.6% |