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 | $17,211 | $159,602-89.2% | $150,045-88.5% | $142,382-87.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.83% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,818 | $4,961-63.4% | $4,693-61.3% | $4,299-57.7% |
| Participant deferral / active EE | $3,040 | $8,310-63.4% | $7,997-62.0% | $6,507-53.3% |
| Admin fee / account holder | $243 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |