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 8-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 | $16,246 | $107,334-84.9% | $92,893-82.5% | $152,861-89.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.16% | 145.58%-118.4pp | 109.41%-82.3pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,555 | $4,221-39.5% | $3,653-30.0% | $4,762-46.3% |
| Participant deferral / active EE | $5,398 | $4,845+11.4% | $4,236+27.4% | $5,850-7.7% |
| Admin fee / account holder | $288 | $7,079-95.9% | $5,794-95.0% | $11,596-97.5% |