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 | $20,646 | $106,890-80.7% | $84,015-75.4% | $152,861-86.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.13% | 104.99%-83.9pp | 71.31%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $691 | $2,734-74.7% | $1,983-65.1% | $4,762-85.5% |
| Participant deferral / active EE | $3,266 | $4,011-18.6% | $3,239+0.9% | $5,850-44.2% |
| Admin fee / account holder | $7 | $8,285-99.9% | $6,101-99.9% | $11,596-99.9% |