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 | $40,390 | $127,264-68.3% | $109,895-63.2% | $167,490-75.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.96% | 22.97%-8.0pp | 29.45%-14.5pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,255 | $3,322-62.2% | $2,842-55.9% | $4,837-74.1% |
| Participant deferral / active EE | $5,744 | $4,514+27.2% | $4,048+41.9% | $6,341-9.4% |
| Admin fee / account holder | $20 | $7,114-99.7% | $6,066-99.7% | $12,309-99.8% |