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 7-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 | $26,494 | $71,883-63.1% | $86,677-69.4% | $68,494-61.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 16.14% | 3.52%+12.6pp | 35.91%-19.8pp | -7.84%+24.0pp |
| Employer contribution / active EE | $4,762 | $2,173+119.2% | $2,836+67.9% | $2,596+83.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $170 | $6,112-97.2% | $7,493-97.7% | $5,403-96.9% |