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 6-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 | $24,520 | $108,919-77.5% | $100,391-75.6% | $145,922-83.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.74% | 57.88%-45.1pp | 49.20%-36.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $877 | $4,419-80.2% | $3,942-77.8% | $4,660-81.2% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $226 | $9,689-97.7% | $7,899-97.1% | $13,397-98.3% |