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 8-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 | $16,525 | $108,172-84.7% | $77,482-78.7% | $158,922-89.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 19.43% | 31.67%-12.2pp | 54.79%-35.4pp | 302.83%-283.4pp |
| Employer contribution / active EE | $4,679 | $1,325+253.2% | $986+374.3% | $4,761-1.7% |
| Participant deferral / active EE | $4,613 | $2,456+87.8% | $1,861+147.9% | $5,982-22.9% |
| Admin fee / account holder | $102 | $3,708-97.2% | $2,858-96.4% | $11,246-99.1% |