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 | $25,521 | $114,381-77.7% | $107,525-76.3% | $142,382-82.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 14.23% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,134 | $4,015-46.8% | $3,754-43.2% | $4,299-50.4% |
| Participant deferral / active EE | $3,300 | $5,564-40.7% | $5,116-35.5% | $6,507-49.3% |
| Admin fee / account holder | $290 | $9,860-97.1% | $8,919-96.8% | $12,624-97.7% |