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 | $25,090 | $77,634-67.7% | $156,549-84.0% | $62,891-60.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.63% | 50.32%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $821 | $3,444-76.2% | $5,501-85.1% | $2,281-64.0% |
| Participant deferral / active EE | $1,159 | $3,045-61.9% | $4,871-76.2% | $3,203-63.8% |
| Admin fee / account holder | $201 | $5,561-96.4% | $13,027-98.5% | $4,296-95.3% |