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 | $17,371 | $104,974-83.5% | $95,585-81.8% | $142,382-87.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.31% | 210.33%-188.0pp | 38.56%-16.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,297 | $2,779-53.3% | $2,527-48.7% | $4,299-69.8% |
| Participant deferral / active EE | $4,624 | $4,352+6.3% | $4,023+15.0% | $6,507-28.9% |
| Admin fee / account holder | $20 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |