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 | $72,071-41.6% | $68,368-38.4% | $137,256-69.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.63% | 353.14%-336.5pp | 292.57%-275.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $602 | $2,788-78.4% | $2,649-77.3% | $4,156-85.5% |
| Participant deferral / active EE | $1,686 | $4,410-61.8% | $4,123-59.1% | $6,407-73.7% |
| Admin fee / account holder | $260 | $5,336-95.1% | $5,150-94.9% | $12,270-97.9% |