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 | $35,050 | $138,044-74.6% | $125,339-72.0% | $134,475-73.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 3.08% | 750.33%-747.2pp | 572.05%-569.0pp | 417.96%-414.9pp |
| Employer contribution / active EE | $1,907 | $5,243-63.6% | $4,814-60.4% | $4,740-59.8% |
| Participant deferral / active EE | $12,500 | $7,799+60.3% | $7,446+67.9% | $6,400+95.3% |
| Admin fee / account holder | $44 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |