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 | $20,890 | $112,881-81.5% | $90,951-77.0% | $158,922-86.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 32.05% | 215.79%-183.7pp | 134.60%-102.5pp | 302.83%-270.8pp |
| Employer contribution / active EE | $1,038 | $2,893-64.1% | $2,122-51.1% | $4,761-78.2% |
| Participant deferral / active EE | $6,140 | $4,128+48.8% | $3,373+82.0% | $5,982+2.6% |
| Admin fee / account holder | $288 | $8,041-96.4% | $5,959-95.2% | $11,246-97.4% |