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 | $36,690 | $140,940-74.0% | $112,229-67.3% | $139,434-73.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.80% | 32.71%-17.9pp | 30.20%-15.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,665 | $4,283-61.1% | $3,430-51.5% | $4,751-64.9% |
| Participant deferral / active EE | $2,144 | $5,874-63.5% | $4,798-55.3% | $6,710-68.1% |
| Admin fee / account holder | $279 | $9,954-97.2% | $7,748-96.4% | $11,403-97.5% |