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 | $41,289 | $72,277-42.9% | $101,248-59.2% | $79,858-48.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 200.01% | 22.30%+177.7pp | 46.47%+153.5pp | 31.71%+168.3pp |
| Employer contribution / active EE | $653 | $2,692-75.7% | $3,660-82.2% | $2,471-73.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $174 | $4,400-96.0% | $5,945-97.1% | $5,306-96.7% |