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 | $17,934 | $118,849-84.9% | $96,562-81.4% | $167,490-89.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.99% | 50.49%-41.5pp | 37.78%-28.8pp | 478.56%-469.6pp |
| Employer contribution / active EE | $3,314 | $3,120+6.2% | $2,356+40.6% | $4,837-31.5% |
| Participant deferral / active EE | $5,500 | $4,616+19.2% | $3,849+42.9% | $6,341-13.3% |
| Admin fee / account holder | $276 | $8,065-96.6% | $6,181-95.5% | $12,309-97.8% |