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 3-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 | $21,491 | $105,126-79.6% | $94,646-77.3% | $139,434-84.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.76% | 38.03%-20.3pp | 156.71%-139.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $500 | $4,106-87.8% | $3,672-86.4% | $4,751-89.5% |
| Participant deferral / active EE | $10,000 | $7,599+31.6% | $7,418+34.8% | $6,710+49.0% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |