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 | $19,507 | $102,966-81.1% | $90,281-78.4% | $152,861-87.2% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.4%+9.9pp |
| Annual return | 24.98% | 95.16%-70.2pp | 78.10%-53.1pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,781 | $3,139-43.3% | $2,854-37.6% | $4,762-62.6% |
| Participant deferral / active EE | $852 | $4,281-80.1% | $3,885-78.1% | $5,850-85.4% |
| Admin fee / account holder | $172 | $6,171-97.2% | $5,351-96.8% | $11,596-98.5% |