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 6-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 | $25,607 | $133,922-80.9% | $116,228-78.0% | $142,382-82.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.52% | 147.76%-131.2pp | 90.06%-73.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $749 | $3,446-78.3% | $2,994-75.0% | $4,299-82.6% |
| Participant deferral / active EE | $2,631 | $5,672-53.6% | $4,953-46.9% | $6,507-59.6% |
| Admin fee / account holder | $41 | $14,945-99.7% | $11,989-99.7% | $12,624-99.7% |