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 | $25,810 | $100,901-74.4% | $75,670-65.9% | $147,584-82.5% |
| Participation rate | 81.8% | 77.1%+4.7pp | 72.3%+9.5pp | 82.8%-1.0pp |
| Annual return | 11.60% | 35.78%-24.2pp | 27.34%-15.7pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,119 | $3,253-65.6% | $2,352-52.4% | $4,876-77.0% |
| Participant deferral / active EE | $3,416 | $4,027-15.2% | $3,142+8.7% | $5,439-37.2% |
| Admin fee / account holder | $171 | $11,285-98.5% | $5,800-97.0% | $10,885-98.4% |