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 | $27,583 | $114,381-75.9% | $107,525-74.3% | $142,382-80.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.12% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,123 | $5,564-25.9% | $5,116-19.4% | $6,507-36.6% |
| Admin fee / account holder | $124 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |