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 | $25,361 | $102,616-75.3% | $81,983-69.1% | $158,922-84.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.48% | 61.04%-43.6pp | 41.31%-23.8pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,084 | $3,240-35.7% | $2,498-16.6% | $4,761-56.2% |
| Participant deferral / active EE | $4,292 | $4,648-7.7% | $3,722+15.3% | $5,982-28.2% |
| Admin fee / account holder | $107 | $8,235-98.7% | $5,664-98.1% | $11,246-99.0% |