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 | $28,431 | $106,890-73.4% | $84,015-66.2% | $152,861-81.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 27.32% | 104.99%-77.7pp | 71.31%-44.0pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,496 | $2,734-45.3% | $1,983-24.6% | $4,762-68.6% |
| Participant deferral / active EE | $5,500 | $4,011+37.1% | $3,239+69.8% | $5,850-6.0% |
| Admin fee / account holder | $15 | $8,285-99.8% | $6,101-99.8% | $11,596-99.9% |