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 | $22,178 | $97,044-77.1% | $83,333-73.4% | $135,375-83.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 18.89% | 12.31%+6.6pp | 10.63%+8.3pp | 519.73%-500.8pp |
| Employer contribution / active EE | $1,517 | $4,143-63.4% | $3,379-55.1% | $4,779-68.3% |
| Participant deferral / active EE | $5,396 | $5,964-9.5% | $5,565-3.0% | $5,609-3.8% |
| Admin fee / account holder | $127 | $8,380-98.5% | $7,510-98.3% | $10,827-98.8% |