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 4-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 | $28,496 | $105,126-72.9% | $94,646-69.9% | $139,434-79.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 49.98% | 38.03%+11.9pp | 156.71%-106.7pp | 372.94%-323.0pp |
| Employer contribution / active EE | $586 | $4,106-85.7% | $3,672-84.0% | $4,751-87.7% |
| Participant deferral / active EE | $17,500 | $7,599+130.3% | $7,418+135.9% | $6,710+160.8% |
| Admin fee / account holder | $96 | $8,984-98.9% | $7,231-98.7% | $11,403-99.2% |