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 | $13,677 | $102,966-86.7% | $90,281-84.9% | $152,861-91.1% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.4%+10.4pp |
| Annual return | 27.44% | 95.16%-67.7pp | 78.10%-50.7pp | 345.32%-317.9pp |
| Employer contribution / active EE | $2,632 | $3,139-16.1% | $2,854-7.8% | $4,762-44.7% |
| Participant deferral / active EE | $2,875 | $4,281-32.8% | $3,885-26.0% | $5,850-50.9% |
| Admin fee / account holder | $104 | $6,171-98.3% | $5,351-98.1% | $11,596-99.1% |