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 | $82,369 | $176,056-53.2% | $159,436-48.3% | $167,490-50.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.02% | 331.75%-318.7pp | 263.57%-250.6pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,743 | $5,297-48.2% | $4,829-43.2% | $4,837-43.3% |
| Participant deferral / active EE | $12,840 | $7,750+65.7% | $7,352+74.6% | $6,341+102.5% |
| Admin fee / account holder | $23 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |