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 | $25,605 | $105,859-75.8% | $90,160-71.6% | $147,584-82.7% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 29.61% | 37.63%-8.0pp | 34.88%-5.3pp | 578.55%-548.9pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,804 | $5,733+71.0% | $5,288+85.4% | $5,439+80.3% |
| Admin fee / account holder | $11 | $8,046-99.9% | $5,943-99.8% | $10,885-99.9% |