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 | $26,047 | $116,175-77.6% | $93,606-72.2% | $152,861-83.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 25.95% | 35.96%-10.0pp | 32.76%-6.8pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,441 | $3,218-24.2% | $2,718-10.2% | $4,762-48.7% |
| Participant deferral / active EE | $6,062 | $4,603+31.7% | $4,069+49.0% | $5,850+3.6% |
| Admin fee / account holder | $63 | $10,748-99.4% | $7,888-99.2% | $11,596-99.5% |