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 | $26,188 | $77,419-66.2% | $69,455-62.3% | $152,861-82.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 5.53% | 39.06%-33.5pp | 28.97%-23.4pp | 345.32%-339.8pp |
| Employer contribution / active EE | $2,487 | $3,315-25.0% | $2,779-10.5% | $4,762-47.8% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $52 | $6,207-99.2% | $3,839-98.6% | $11,596-99.6% |