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 8-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 | $26,555 | $124,281-78.6% | $109,143-75.7% | $167,490-84.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.83% | 26.04%-12.2pp | 25.75%-11.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $3,011 | $4,207-28.4% | $3,722-19.1% | $4,837-37.8% |
| Participant deferral / active EE | $4,220 | $5,255-19.7% | $4,653-9.3% | $6,341-33.5% |
| Admin fee / account holder | $166 | $7,970-97.9% | $6,752-97.5% | $12,309-98.7% |