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 | $22,893 | $103,376-77.9% | $87,100-73.7% | $152,861-85.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.26% | 28.10%-5.8pp | 28.19%-5.9pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,408 | $3,220+5.8% | $2,521+35.2% | $4,762-28.4% |
| Participant deferral / active EE | $1,517 | $4,778-68.3% | $4,049-62.5% | $5,850-74.1% |
| Admin fee / account holder | $46 | $12,205-99.6% | $7,497-99.4% | $11,596-99.6% |