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 | $18,190 | $104,664-82.6% | $85,682-78.8% | $167,490-89.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 17.13% | 21.45%-4.3pp | 21.49%-4.4pp | 478.56%-461.4pp |
| Employer contribution / active EE | $4,439 | $3,337+33.0% | $2,618+69.5% | $4,837-8.2% |
| Participant deferral / active EE | $2,043 | $4,824-57.7% | $3,923-47.9% | $6,341-67.8% |
| Admin fee / account holder | $86 | $10,032-99.1% | $6,873-98.8% | $12,309-99.3% |