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 | $28,821 | $81,632-64.7% | $70,449-59.1% | $158,922-81.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 24.73% | 208.40%-183.7pp | 109.03%-84.3pp | 302.83%-278.1pp |
| Employer contribution / active EE | $693 | $3,217-78.4% | $2,737-74.7% | $4,761-85.4% |
| Participant deferral / active EE | $11,976 | $4,554+163.0% | $3,709+222.9% | $5,982+100.2% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |