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 | $29,555 | $118,849-75.1% | $96,562-69.4% | $167,490-82.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.00% | 50.49%-38.5pp | 37.78%-25.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,295 | $3,120-58.5% | $2,356-45.0% | $4,837-73.2% |
| Participant deferral / active EE | $5,742 | $4,616+24.4% | $3,849+49.2% | $6,341-9.5% |
| Admin fee / account holder | $220 | $8,065-97.3% | $6,181-96.4% | $12,309-98.2% |