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 7-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 | $34,580 | $118,680-70.9% | $98,907-65.0% | $158,922-78.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 32.98% | 372.35%-339.4pp | 196.43%-163.5pp | 302.83%-269.8pp |
| Employer contribution / active EE | $682 | $3,333-79.5% | $2,689-74.6% | $4,761-85.7% |
| Participant deferral / active EE | $15,577 | $5,088+206.2% | $4,244+267.0% | $5,982+160.4% |
| Admin fee / account holder | $224 | $10,131-97.8% | $6,642-96.6% | $11,246-98.0% |