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 | $24,798 | $115,882-78.6% | $100,516-75.3% | $158,922-84.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.83% | 34.79%-11.0pp | 30.89%-7.1pp | 302.83%-279.0pp |
| Employer contribution / active EE | $9,630 | $4,103+134.7% | $3,418+181.8% | $4,761+102.3% |
| Participant deferral / active EE | $6,278 | $6,674-5.9% | $6,270+0.1% | $5,982+4.9% |
| Admin fee / account holder | $20 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |