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 | $59,544 | $112,096-46.9% | $95,952-37.9% | $158,922-62.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.88% | 171.09%-157.2pp | 91.61%-77.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,140 | $3,198-64.4% | $2,541-55.1% | $4,761-76.1% |
| Participant deferral / active EE | $5,000 | $4,784+4.5% | $4,167+20.0% | $5,982-16.4% |
| Admin fee / account holder | $17 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |