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 | $16,340 | $90,503-81.9% | $78,689-79.2% | $273,961-94.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.15% | 75.60%-65.4pp | 62.18%-52.0pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,204 | $3,176-62.1% | $2,851-57.8% | $4,869-75.3% |
| Participant deferral / active EE | $1,951 | $3,901-50.0% | $3,517-44.5% | $5,287-63.1% |
| Admin fee / account holder | $32 | $5,263-99.4% | $4,510-99.3% | $10,132-99.7% |