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 | $19,893 | $104,664-81.0% | $85,682-76.8% | $167,490-88.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 19.50% | 21.45%-2.0pp | 21.49%-2.0pp | 478.56%-459.1pp |
| Employer contribution / active EE | $2,933 | $3,337-12.1% | $2,618+12.0% | $4,837-39.4% |
| Participant deferral / active EE | $4,407 | $4,824-8.7% | $3,923+12.3% | $6,341-30.5% |
| Admin fee / account holder | $20 | $10,032-99.8% | $6,873-99.7% | $12,309-99.8% |