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 | $58,000 | $76,367-24.1% | $93,606-38.0% | $72,985-20.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 487.00% | 25.82%+461.2pp | 32.76%+454.2pp | 81.00%+406.0pp |
| Employer contribution / active EE | $498 | $2,275-78.1% | $2,718-81.7% | $2,440-79.6% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $289 | $6,838-95.8% | $7,888-96.3% | $5,124-94.4% |