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 | $56,908 | $77,419-26.5% | $69,455-18.1% | $152,861-62.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 18.03% | 39.06%-21.0pp | 28.97%-10.9pp | 345.32%-327.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,112 | $4,414+61.1% | $3,535+101.2% | $5,850+21.6% |
| Admin fee / account holder | $42 | $6,207-99.3% | $3,839-98.9% | $11,596-99.6% |