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 | $35,889 | $72,071-50.2% | $68,368-47.5% | $137,256-73.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.77% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $420 | $2,788-84.9% | $2,649-84.1% | $4,156-89.9% |
| Participant deferral / active EE | $840 | $4,410-81.0% | $4,123-79.6% | $6,407-86.9% |
| Admin fee / account holder | $233 | $5,336-95.6% | $5,150-95.5% | $12,270-98.1% |