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 | $18,766 | $100,901-81.4% | $75,670-75.2% | $147,584-87.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 30.17% | 35.78%-5.6pp | 27.34%+2.8pp | 578.55%-548.4pp |
| Employer contribution / active EE | $2,609 | $3,253-19.8% | $2,352+10.9% | $4,876-46.5% |
| Participant deferral / active EE | $6,756 | $4,027+67.7% | $3,142+115.0% | $5,439+24.2% |
| Admin fee / account holder | $15 | $11,285-99.9% | $5,800-99.7% | $10,885-99.9% |