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 | $30,873 | $81,632-62.2% | $70,449-56.2% | $158,922-80.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.26% | 208.40%-202.1pp | 109.03%-102.8pp | 302.83%-296.6pp |
| Employer contribution / active EE | $5,305 | $3,217+64.9% | $2,737+93.9% | $4,761+11.4% |
| Participant deferral / active EE | $3,309 | $4,554-27.3% | $3,709-10.8% | $5,982-44.7% |
| Admin fee / account holder | $19 | $6,193-99.7% | $3,845-99.5% | $11,246-99.8% |