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 | $16,732 | $83,337-79.9% | $67,834-75.3% | $273,961-93.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 12.81% | 259.45%-246.6pp | 138.47%-125.7pp | 41.45%-28.6pp |
| Employer contribution / active EE | $907 | $3,287-72.4% | $2,403-62.3% | $4,869-81.4% |
| Participant deferral / active EE | $6,307 | $4,088+54.3% | $3,160+99.6% | $5,287+19.3% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |