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 | $25,165 | $96,484-73.9% | $75,886-66.8% | $152,861-83.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 17.90% | 33.98%-16.1pp | 30.76%-12.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $5,499 | $3,309+66.2% | $2,500+119.9% | $4,762+15.5% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $229 | $8,078-97.2% | $5,418-95.8% | $11,596-98.0% |