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 | $41,696 | $114,381-63.5% | $107,525-61.2% | $142,382-70.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.69% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,694 | $4,015+41.8% | $3,754+51.7% | $4,299+32.4% |
| Participant deferral / active EE | $9,867 | $5,564+77.3% | $5,116+92.9% | $6,507+51.6% |
| Admin fee / account holder | $66 | $9,860-99.3% | $8,919-99.3% | $12,624-99.5% |