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 6-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 | $42,121 | $74,888-43.8% | $71,209-40.8% | $142,382-70.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.63% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $602 | $2,854-78.9% | $2,721-77.9% | $4,299-86.0% |
| Participant deferral / active EE | $1,686 | $4,454-62.1% | $4,175-59.6% | $6,507-74.1% |
| Admin fee / account holder | $260 | $5,568-95.3% | $5,349-95.1% | $12,624-97.9% |