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 | $27,133 | $93,346-70.9% | $71,796-62.2% | $273,961-90.1% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 4.56% | 130.39%-125.8pp | 78.04%-73.5pp | 41.45%-36.9pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,092 | $3,475+17.7% | $2,794+46.4% | $5,287-22.6% |
| Admin fee / account holder | $6 | $6,571-99.9% | $4,815-99.9% | $10,132-99.9% |