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 | $40,819 | $103,376-60.5% | $87,100-53.1% | $152,861-73.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 26.44% | 28.10%-1.7pp | 28.19%-1.8pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,139 | $3,220-33.6% | $2,521-15.2% | $4,762-55.1% |
| Participant deferral / active EE | $8,600 | $4,778+80.0% | $4,049+112.4% | $5,850+47.0% |
| Admin fee / account holder | $119 | $12,205-99.0% | $7,497-98.4% | $11,596-99.0% |