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 | $26,830 | $104,251-74.3% | $91,001-70.5% | $147,584-81.8% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.6%+14.4pp | 82.8%+7.2pp |
| Annual return | 19.68% | 27.06%-7.4pp | 4.60%+15.1pp | 578.55%-558.9pp |
| Employer contribution / active EE | $880 | $3,116-71.8% | $2,456-64.2% | $4,876-82.0% |
| Participant deferral / active EE | $1,307 | $4,195-68.8% | $3,547-63.2% | $5,439-76.0% |
| Admin fee / account holder | $34 | $8,948-99.6% | $5,417-99.4% | $10,885-99.7% |