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 | $101,618-62.1% | $93,063-58.6% | $137,256-71.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 12.31% | 223.95%-211.6pp | 34.15%-21.8pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,099 | $2,707-59.4% | $2,476-55.6% | $4,156-73.6% |
| Participant deferral / active EE | $2,667 | $4,279-37.7% | $3,958-32.6% | $6,407-58.4% |
| Admin fee / account holder | $277 | $6,198-95.5% | $6,033-95.4% | $12,270-97.7% |