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 | $31,937 | $81,460-60.8% | $103,333-69.1% | $80,856-60.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 21.34% | 25.55%-4.2pp | 24.88%-3.5pp | 35.59%-14.3pp |
| Employer contribution / active EE | $2,474 | $3,105-20.3% | $3,868-36.0% | $2,755-10.2% |
| Participant deferral / active EE | $6,419 | $3,869+65.9% | $5,057+26.9% | $4,296+49.4% |
| Admin fee / account holder | $57 | $6,566-99.1% | $8,355-99.3% | $6,918-99.2% |