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 8-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 | $23,036 | $117,983-80.5% | $101,794-77.4% | $142,382-83.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.71% | 36.92%-21.2pp | 30.53%-14.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,006 | $2,773-63.7% | $2,289-56.1% | $4,299-76.6% |
| Participant deferral / active EE | $1,637 | $4,714-65.3% | $4,084-59.9% | $6,507-74.9% |
| Admin fee / account holder | $131 | $10,433-98.7% | $8,777-98.5% | $12,624-99.0% |