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 | $12,221 | $108,172-88.7% | $77,482-84.2% | $158,922-92.3% |
| Participation rate | 93.3% | 64.4%+28.9pp | 54.2%+39.1pp | 82.0%+11.4pp |
| Annual return | 15.66% | 31.67%-16.0pp | 54.79%-39.1pp | 302.83%-287.2pp |
| Employer contribution / active EE | $824 | $1,325-37.8% | $986-16.5% | $4,761-82.7% |
| Participant deferral / active EE | $1,969 | $2,456-19.8% | $1,861+5.8% | $5,982-67.1% |
| Admin fee / account holder | $195 | $3,708-94.7% | $2,858-93.2% | $11,246-98.3% |