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 7-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 | $18,389 | $158,398-88.4% | $126,539-85.5% | $142,382-87.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.48% | 593.76%-573.3pp | 425.95%-405.5pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,747 | $4,650-62.4% | $3,674-52.5% | $4,299-59.4% |
| Participant deferral / active EE | $1,750 | $4,767-63.3% | $4,083-57.1% | $6,507-73.1% |
| Admin fee / account holder | $38 | $6,918-99.4% | $6,065-99.4% | $12,624-99.7% |