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 | $14,971 | $117,983-87.3% | $101,794-85.3% | $142,382-89.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 23.76% | 36.92%-13.2pp | 30.53%-6.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $814 | $2,773-70.6% | $2,289-64.4% | $4,299-81.1% |
| Participant deferral / active EE | $1,629 | $4,714-65.5% | $4,084-60.1% | $6,507-75.0% |
| Admin fee / account holder | $61 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |