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 | $17,543 | $63,703-72.5% | $93,063-81.1% | $82,448-78.7% |
| Participation rate | 96.4% | 63.8%+32.6pp | 72.1%+24.3pp | 68.1%+28.4pp |
| Annual return | 20.73% | -775.43%+796.2pp | 34.15%-13.4pp | 41.64%-20.9pp |
| Employer contribution / active EE | $2,118 | $1,729+22.5% | $2,476-14.5% | $2,551-17.0% |
| Participant deferral / active EE | $2,322 | $2,919-20.5% | $3,958-41.3% | $4,139-43.9% |
| Admin fee / account holder | $296 | $5,982-95.1% | $6,033-95.1% | $7,234-95.9% |