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 6-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 | $21,258 | $109,982-80.7% | $97,226-78.1% | $145,922-85.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.14% | 242.90%-230.8pp | 75.13%-63.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,315 | $3,084-57.4% | $2,729-51.8% | $4,660-71.8% |
| Participant deferral / active EE | $3,133 | $4,676-33.0% | $4,264-26.5% | $6,688-53.1% |
| Admin fee / account holder | $159 | $6,221-97.4% | $5,654-97.2% | $13,397-98.8% |