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 | $21,377 | $77,419-72.4% | $69,455-69.2% | $152,861-86.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 11.94% | 39.06%-27.1pp | 28.97%-17.0pp | 345.32%-333.4pp |
| Employer contribution / active EE | $3,048 | $3,315-8.1% | $2,779+9.7% | $4,762-36.0% |
| Participant deferral / active EE | $10,240 | $4,414+132.0% | $3,535+189.6% | $5,850+75.0% |
| Admin fee / account holder | $59 | $6,207-99.0% | $3,839-98.5% | $11,596-99.5% |