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 8-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 | $14,864 | $70,606-78.9% | $53,898-72.4% | $142,382-89.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.03% | 619.81%-605.8pp | 528.60%-514.6pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,143 | $1,202+78.3% | $932+129.9% | $4,299-50.2% |
| Participant deferral / active EE | $3,324 | $2,364+40.6% | $1,826+82.0% | $6,507-48.9% |
| Admin fee / account holder | $261 | $2,852-90.9% | $2,491-89.5% | $12,624-97.9% |