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 7-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 | $19,602 | $114,381-82.9% | $107,525-81.8% | $142,382-86.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.20% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,221 | $4,015-69.6% | $3,754-67.5% | $4,299-71.6% |
| Participant deferral / active EE | $1,870 | $5,564-66.4% | $5,116-63.4% | $6,507-71.3% |
| Admin fee / account holder | $100 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |