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 | $9,629 | $70,606-86.4% | $53,898-82.1% | $142,382-93.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.27% | 619.81%-600.5pp | 528.60%-509.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $921 | $1,202-23.4% | $932-1.2% | $4,299-78.6% |
| Participant deferral / active EE | $2,598 | $2,364+9.9% | $1,826+42.3% | $6,507-60.1% |
| Admin fee / account holder | $228 | $2,852-92.0% | $2,491-90.9% | $12,624-98.2% |