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 | $16,002 | $108,172-85.2% | $77,482-79.3% | $158,922-89.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 21.24% | 31.67%-10.4pp | 54.79%-33.5pp | 302.83%-281.6pp |
| Employer contribution / active EE | $860 | $1,325-35.1% | $986-12.8% | $4,761-81.9% |
| Participant deferral / active EE | $5,151 | $2,456+109.7% | $1,861+176.8% | $5,982-13.9% |
| Admin fee / account holder | $182 | $3,708-95.1% | $2,858-93.6% | $11,246-98.4% |