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 | $32,990 | $84,233-60.8% | $170,442-80.6% | $70,131-53.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.43% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,740 | $3,387-48.6% | $5,433-68.0% | $2,342-25.7% |
| Participant deferral / active EE | $1,108 | $3,086-64.1% | $4,939-77.6% | $3,332-66.7% |
| Admin fee / account holder | $144 | $5,698-97.5% | $13,880-99.0% | $4,645-96.9% |