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 9-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 | $17,371 | $101,618-82.9% | $93,063-81.3% | $137,256-87.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 22.31% | 223.95%-201.6pp | 34.15%-11.8pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,297 | $2,707-52.1% | $2,476-47.6% | $4,156-68.8% |
| Participant deferral / active EE | $4,624 | $4,279+8.1% | $3,958+16.8% | $6,407-27.8% |
| Admin fee / account holder | $20 | $6,198-99.7% | $6,033-99.7% | $12,270-99.8% |