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 | $27,760 | $112,881-75.4% | $90,951-69.5% | $158,922-82.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.36% | 215.79%-194.4pp | 134.60%-113.2pp | 302.83%-281.5pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,755 | $4,128+15.2% | $3,373+41.0% | $5,982-20.5% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |