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 | $42,012 | $102,966-59.2% | $90,281-53.5% | $152,861-72.5% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 23.15% | 95.16%-72.0pp | 78.10%-54.9pp | 345.32%-322.2pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,816 | $4,281+129.3% | $3,885+152.6% | $5,850+67.8% |
| Admin fee / account holder | $279 | $6,171-95.5% | $5,351-94.8% | $11,596-97.6% |