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 | $17,486 | $91,037-80.8% | $71,671-75.6% | $147,584-88.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 34.90% | 20.48%+14.4pp | 20.65%+14.3pp | 578.55%-543.6pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,762 | $4,498+139.3% | $3,438+213.0% | $5,439+97.9% |
| Admin fee / account holder | $45 | $8,613-99.5% | $5,558-99.2% | $10,885-99.6% |