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 | $26,719 | $117,381-77.2% | $99,443-73.1% | $152,861-82.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 24.70% | 31.87%-7.2pp | 30.72%-6.0pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,723 | $3,013-42.8% | $2,540-32.2% | $4,762-63.8% |
| Participant deferral / active EE | $5,816 | $4,086+42.3% | $3,619+60.7% | $5,850-0.6% |
| Admin fee / account holder | $15 | $7,631-99.8% | $6,250-99.8% | $11,596-99.9% |