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 | $19,809 | $121,625-83.7% | $104,607-81.1% | $158,922-87.5% |
| Participation rate | 77.8% | 77.5%+0.2pp | 74.1%+3.7pp | 82.0%-4.2pp |
| Annual return | 17.33% | 465.26%-447.9pp | 340.46%-323.1pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,025 | $3,163-67.6% | $2,681-61.7% | $4,761-78.5% |
| Participant deferral / active EE | $2,313 | $4,177-44.6% | $3,740-38.2% | $5,982-61.3% |
| Admin fee / account holder | $9 | $7,787-99.9% | $6,473-99.9% | $11,246-99.9% |