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 | $20,852 | $117,381-82.2% | $99,443-79.0% | $152,861-86.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 23.14% | 31.87%-8.7pp | 30.72%-7.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,473 | $3,013-17.9% | $2,540-2.6% | $4,762-48.1% |
| Participant deferral / active EE | $4,928 | $4,086+20.6% | $3,619+36.2% | $5,850-15.8% |
| Admin fee / account holder | $17 | $7,631-99.8% | $6,250-99.7% | $11,596-99.9% |