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 | $29,055 | $115,770-74.9% | $101,248-71.3% | $158,922-81.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 20.72% | 56.14%-35.4pp | 46.47%-25.8pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,012 | $4,175-51.8% | $3,660-45.0% | $4,761-57.7% |
| Participant deferral / active EE | $4,733 | $4,957-4.5% | $4,370+8.3% | $5,982-20.9% |
| Admin fee / account holder | $19 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |