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 | $35,821 | $118,849-69.9% | $96,562-62.9% | $167,490-78.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.63% | 50.49%-34.9pp | 37.78%-22.2pp | 478.56%-462.9pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,370 | $4,616-48.7% | $3,849-38.4% | $6,341-62.6% |
| Admin fee / account holder | $163 | $8,065-98.0% | $6,181-97.4% | $12,309-98.7% |