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 | $21,821 | $153,311-85.8% | $109,313-80.0% | $273,961-92.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.52% | 29.86%-24.3pp | 22.07%-16.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $82 | $5,619-98.5% | $3,892-97.9% | $4,869-98.3% |
| Participant deferral / active EE | $515 | $3,932-86.9% | $3,166-83.7% | $5,287-90.3% |
| Admin fee / account holder | $300 | $8,076-96.3% | $5,666-94.7% | $10,132-97.0% |