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 | $67,823-85.8% | $52,425-81.6% | $137,256-93.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 19.27% | 219.11%-199.8pp | 302.12%-282.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $921 | $1,163-20.8% | $914+0.8% | $4,156-77.8% |
| Participant deferral / active EE | $2,598 | $2,288+13.6% | $1,790+45.1% | $6,407-59.4% |
| Admin fee / account holder | $228 | $2,844-92.0% | $2,495-90.9% | $12,270-98.1% |