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 | $18,112 | $117,381-84.6% | $99,443-81.8% | $152,861-88.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 6.30% | 31.87%-25.6pp | 30.72%-24.4pp | 345.32%-339.0pp |
| Employer contribution / active EE | $3,500 | $3,013+16.2% | $2,540+37.8% | $4,762-26.5% |
| Participant deferral / active EE | $5,556 | $4,086+36.0% | $3,619+53.5% | $5,850-5.0% |
| Admin fee / account holder | $64 | $7,631-99.2% | $6,250-99.0% | $11,596-99.5% |