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 | $26,556 | $227,553-88.3% | $189,557-86.0% | $167,490-84.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 23.39% | 78.40%-55.0pp | 64.17%-40.8pp | 478.56%-455.2pp |
| Employer contribution / active EE | $1,783 | $5,316-66.5% | $4,412-59.6% | $4,837-63.1% |
| Participant deferral / active EE | $7,279 | $7,002+4.0% | $6,174+17.9% | $6,341+14.8% |
| Admin fee / account holder | $8 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |