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 | $35,576 | $107,334-66.9% | $92,893-61.7% | $152,861-76.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.71% | 145.58%-123.9pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,874 | $4,221-55.6% | $3,653-48.7% | $4,762-60.7% |
| Participant deferral / active EE | $12,974 | $4,845+167.8% | $4,236+206.3% | $5,850+121.8% |
| Admin fee / account holder | $30 | $7,079-99.6% | $5,794-99.5% | $11,596-99.7% |