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 | $17,628 | $102,616-82.8% | $81,983-78.5% | $158,922-88.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.88% | 61.04%-43.2pp | 41.31%-23.4pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,172 | $3,240-33.0% | $2,498-13.0% | $4,761-54.4% |
| Participant deferral / active EE | $1,480 | $4,648-68.2% | $3,722-60.2% | $5,982-75.3% |
| Admin fee / account holder | $204 | $8,235-97.5% | $5,664-96.4% | $11,246-98.2% |