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 | $46,895 | $103,376-54.6% | $87,100-46.2% | $152,861-69.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.35% | 28.10%-10.7pp | 28.19%-10.8pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,110 | $3,220-65.5% | $2,521-56.0% | $4,762-76.7% |
| Participant deferral / active EE | $2,667 | $4,778-44.2% | $4,049-34.1% | $5,850-54.4% |
| Admin fee / account holder | $16 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |