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 | $16,761 | $117,381-85.7% | $99,443-83.1% | $152,861-89.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 26.20% | 31.87%-5.7pp | 30.72%-4.5pp | 345.32%-319.1pp |
| Employer contribution / active EE | $2,901 | $3,013-3.7% | $2,540+14.2% | $4,762-39.1% |
| Participant deferral / active EE | $8,604 | $4,086+110.6% | $3,619+137.8% | $5,850+47.1% |
| Admin fee / account holder | $20 | $7,631-99.7% | $6,250-99.7% | $11,596-99.8% |