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 | $38,535 | $104,974-63.3% | $95,585-59.7% | $142,382-72.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.31% | 210.33%-198.0pp | 38.56%-26.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,099 | $2,779-60.4% | $2,527-56.5% | $4,299-74.4% |
| Participant deferral / active EE | $2,667 | $4,352-38.7% | $4,023-33.7% | $6,507-59.0% |
| Admin fee / account holder | $277 | $6,386-95.7% | $6,127-95.5% | $12,624-97.8% |