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 | $35,272 | $114,381-69.2% | $107,525-67.2% | $142,382-75.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.68% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,741 | $4,015-56.6% | $3,754-53.6% | $4,299-59.5% |
| Participant deferral / active EE | $8,493 | $5,564+52.6% | $5,116+66.0% | $6,507+30.5% |
| Admin fee / account holder | $140 | $9,860-98.6% | $8,919-98.4% | $12,624-98.9% |