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 | $37,867 | $95,266-60.3% | $82,389-54.0% | $142,382-73.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.18% | 25.74%-6.6pp | 28.67%-9.5pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,195 | $2,991-60.0% | $2,517-52.5% | $4,299-72.2% |
| Participant deferral / active EE | $10,190 | $4,809+111.9% | $4,155+145.3% | $6,507+56.6% |
| Admin fee / account holder | $296 | $8,563-96.5% | $7,231-95.9% | $12,624-97.7% |