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 8-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 | $37,264 | $72,071-48.3% | $68,368-45.5% | $137,256-72.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.48% | 353.14%-331.7pp | 292.57%-271.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $424 | $2,788-84.8% | $2,649-84.0% | $4,156-89.8% |
| Participant deferral / active EE | $3,000 | $4,410-32.0% | $4,123-27.2% | $6,407-53.2% |
| Admin fee / account holder | $174 | $5,336-96.7% | $5,150-96.6% | $12,270-98.6% |