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 7-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 | $12,058 | $54,705-78.0% | $71,209-83.1% | $84,808-85.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.05% | 35.90%-19.8pp | 282.51%-266.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $416 | $2,158-80.7% | $2,721-84.7% | $2,631-84.2% |
| Participant deferral / active EE | $1,734 | $3,030-42.8% | $4,175-58.5% | $4,212-58.8% |
| Admin fee / account holder | $182 | $4,863-96.3% | $5,349-96.6% | $7,344-97.5% |