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 | $30,771 | $77,419-60.3% | $69,455-55.7% | $152,861-79.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 8.26% | 39.06%-30.8pp | 28.97%-20.7pp | 345.32%-337.1pp |
| Employer contribution / active EE | $10,658 | $3,315+221.5% | $2,779+283.5% | $4,762+123.8% |
| Participant deferral / active EE | $5,975 | $4,414+35.4% | $3,535+69.0% | $5,850+2.1% |
| Admin fee / account holder | $5 | $6,207-99.9% | $3,839-99.9% | $11,596-100.0% |