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 | $37,651 | $142,405-73.6% | $115,157-67.3% | $152,861-75.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 11.10% | 41.48%-30.4pp | 35.60%-24.5pp | 345.32%-334.2pp |
| Employer contribution / active EE | $843 | $4,010-79.0% | $3,179-73.5% | $4,762-82.3% |
| Participant deferral / active EE | $25,000 | $5,164+384.1% | $4,168+499.7% | $5,850+327.3% |
| Admin fee / account holder | $15 | $8,462-99.8% | $7,088-99.8% | $11,596-99.9% |