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 8-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 | $20,911 | $77,899-73.2% | $149,673-86.0% | $75,163-72.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.97% | 31.72%-8.7pp | 134.42%-111.4pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,877 | $3,137-40.2% | $4,818-61.0% | $2,670-29.7% |
| Participant deferral / active EE | $3,221 | $3,411-5.6% | $5,680-43.3% | $4,125-21.9% |
| Admin fee / account holder | $209 | $5,956-96.5% | $13,210-98.4% | $5,651-96.3% |