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 | $33,602 | $80,968-58.5% | $96,544-65.2% | $75,163-55.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.57% | 27.06%-9.5pp | 25.84%-8.3pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,622 | $2,282-28.9% | $2,965-45.3% | $2,670-39.2% |
| Participant deferral / active EE | $1,886 | $3,928-52.0% | $4,851-61.1% | $4,125-54.3% |
| Admin fee / account holder | $105 | $6,724-98.4% | $8,252-98.7% | $5,651-98.1% |