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 | $21,807 | $127,386-82.9% | $115,037-81.0% | $125,391-82.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.85% | 31.28%-29.4pp | 26.14%-24.3pp | 282.22%-280.4pp |
| Employer contribution / active EE | $1,213 | $5,166-76.5% | $4,608-73.7% | $4,866-75.1% |
| Participant deferral / active EE | $2,057 | $6,423-68.0% | $6,026-65.9% | $5,352-61.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |