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 | $43,272 | $135,952-68.2% | $123,892-65.1% | $273,961-84.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.50% | 56.63%-45.1pp | 47.52%-36.0pp | 41.45%-30.0pp |
| Employer contribution / active EE | $5,006 | $5,170-3.2% | $4,617+8.4% | $4,869+2.8% |
| Participant deferral / active EE | $12,000 | $6,343+89.2% | $5,984+100.5% | $5,287+127.0% |
| Admin fee / account holder | $23 | $9,817-99.8% | $8,357-99.7% | $10,132-99.8% |