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 6-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 | $36,768 | $114,381-67.9% | $107,525-65.8% | $142,382-74.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.58% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,303 | $4,015-42.6% | $3,754-38.6% | $4,299-46.4% |
| Participant deferral / active EE | $4,683 | $5,564-15.8% | $5,116-8.5% | $6,507-28.0% |
| Admin fee / account holder | $163 | $9,860-98.3% | $8,919-98.2% | $12,624-98.7% |